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Matthew David Gentry

THE Bank Street Group LLC

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About Matthew David Gentry

Matthew David Gentry is a registered representative with The Bank Street Group LLC. Matthew has been in the securities industry since August 20, 2023. Matthew has a Series 63, Series 79TO, and SIE license. Matthew is registered to conduct business in Connecticut and New York.

Firm Information

Matthew Gentry is currently registered with THE Bank Street Group LLC. THE Bank Street Group LLC is a Limited Liability Company formed on May 7, 2001. The firm is registered in 27 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Gentry’s Registration & Firm History

CT

08/21/2023 - Present

THE Bank Street Group LLC (STAMFORD CT)

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Licenses & Designations

BC

Issued 09/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Gentry.
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