Matthew B. Gelber
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Brian Gelber, who also goes by Matthew Gelber, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 1986. Matthew had worked at 8 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 3, 2015 - July 29, 2022
GRW PARTNERS
November 6, 2006 - August 2, 2010
TRADELINK SECURITIES, LLC
November 6, 2006 - August 2, 2010
TRADELINK L.L.C.
November 29, 2005 - September 27, 2006
ARCHIPELAGO SECURITIES L.L.C.
May 18, 2005 - March 2, 2006
OES BROKERAGE SERVICES, LLC
June 17, 2004 - February 9, 2005
CORRESPONDENT SERVICES CORPORATION
June 19, 1998 - February 9, 2005
NATIONAL FINANCIAL SERVICES LLC
October 22, 1986 - February 23, 1988
JSC SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 55
Date: 8/23/1999
Limited Representative-Equity Trader ExamSeries 8
Date: 2/23/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
GRW PARTNERS
CRD#: 178519 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 10,774,344 |
Red Flags
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