Donna M. Woytek

GIBRALTAR WEALTH MANAGEMENT

Abington, PA 19001

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CRD#: 1877567

Professional summary

Donna Matlack Woytek, who also goes by Donna Kay Matlack, Donna Matlack Semple, is a registered financial advisor currently at GIBRALTAR WEALTH MANAGEMENT, LLC located in Abington, Pennsylvania.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Donna has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 11 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna Kay Matlack | Donna Matlack Semple

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ADVISOR/OFFICE MANAGER - GIBRALTAR WEALTH MANAGEMENT REGISTERED INVESTMENT ADVISOR. (124128)FULL-TIME WITH AT LEAST 40+ HOURS DEDICATED TO THIS POSITION. LOCATED AT: 402 CLEVELAND AVE, RIVERSIDE, NJ 08075

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Matlack Woytek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 17, 2003 - Present

GIBRALTAR WEALTH MANAGEMENT, LLC

Office #1: 1117 Old York Road, Abington, PA 19001Office #2: 200 Gibraltar Road Suite 115, Horsham, PA 19044

RIA

CRD#: 124128

Abington, PA

Past

August 12, 2002 - August 13, 2002

TRIDENT ADVISORS INC

RIA

CRD#: 108920

HORSHAM, PA

Past

May 12, 1999 - October 3, 2017

CRESAP, INC.

CRD#: 25899

Abington, PA

Past

April 20, 1992 - May 24, 1999

RUTHERFORD, BROWN & CATHERWOOD, LLC

CRD#: 10306

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GIBRALTAR WEALTH MANAGEMENT, LLC

CASTLE INVESTMENT CONSULTING | GIBRALTAR WEALTH MANAGEMENT, LLC

CRD#: 124128 / SEC#: 801-126154

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Arkansas

Registered Investment Advisory firm - (4/11/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (12/29/2010 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/12/2022 Terminated)

Virginia

Registered Investment Advisory firm - (12/31/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/17/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/1992

General Securities Representative Examination

General Industry/Product Exam

Series 11

Date: 4/14/1992

Assistant Representative-Order Processing Qualification Exam

Principal/Supervisory Exam

Series 24

Date: 8/5/1994

General Securities Principal Examination

Current Firm

GIBRALTAR WEALTH MANAGEMENT, LLC

CASTLE INVESTMENT CONSULTING | GIBRALTAR WEALTH MANAGEMENT, LLC

CRD#: 124128 / SEC#: 801-126154

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Arkansas

Registered Investment Advisory firm - (4/11/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (12/29/2010 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/12/2022 Terminated)

Virginia

Registered Investment Advisory firm - (12/31/2010 Terminated)

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Contact information

Main Address

1117 Old York Road, Abington, PA 19001

Mailing Address

Post Office Box 2490, Jenkintown, PA 19046

Phone number

(215) 956-5154

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GIBRALTAR WEALTH MANAGEMENT FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 176,544,171

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Donna M. Woytek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Matlack Woytek's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIDENT ADVISORS INC

CRESAP, INC.

RUTHERFORD, BROWN & CATHERWOOD, LLC

Primary Firm SEC Registration

GIBRALTAR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/1997

Series 63

Date: 6/9/1992

SIE

Date: 10/3/2017

Series 7

Date: 11/23/1992

Series 11

Date: 4/14/1992

Series 24

Date: 8/5/1994

Current Firm

GIBRALTAR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GIBRALTAR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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