Matthew
Gelman
Vci Wealth Management LLC
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About this Advisor
Matthew Gelman is a financial advisor based in Bradenton, Florida, working with Vci Wealth Management LLC. Matthew has previously held positions at Ae Wealth Management, LLC, Fefa Asset Management, LLC, Fefa Advisors LLC, Inside Out, Ev Federal, LLC, Pasco-Hernando State College, and Vci Wealth Management LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Florida, Missouri, and Texas. Currently, Matthew is part of Vci Wealth Management LLC, which operates out of Bradenton, Florida. The firm has 23 employees and manages assets totaling $191.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Vci Wealth Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vci Wealth Management LLC Brokerage Details
$191,398,581
23
5,879
$32,556
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Matthew Gelman Work History
Vci Wealth Management LLC
Fefa Asset Management, LLC
Fefa Advisors LLC
Ae Wealth Management, LLC
Inside Out
Ev Federal, LLC
Pasco-Hernando State College
Disclosures
Please visit the SEC profile of Matthew Gelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vci Wealth Management LLC
Valley Park, MO
Valley Park, MO
Valley Park, MO
Valley Park, MO
Valley Park, MO
Valley Park, MO
Valley Park, MO
Valley Park, MO
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