Donald A. Mattran

FOUNDRY WEALTH ADVISORS

Baltimore, MD 21230

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CRD#: 2342760

Professional summary

Donald Albert Mattran JR is a registered financial advisor currently at FOUNDRY WEALTH ADVISORS, LLC located in Baltimore, Maryland.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Donald has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Matador Holdings, LLC;non-investment related;921 E. Fort Avenue, Suite 310, Baltimore, MD 21230;advertising;co-owner;3.28.2022;4 hours per month devoted to business during non-trading hours only;offers advertising of Foundry Wealth Advisors at PCA driving events

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Albert Mattran JR'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

June 19, 2019 - Present

FOUNDRY WEALTH ADVISORS, LLC

Office #1: 921 E. Fort Avenue Suite 310, Baltimore, MD 21230

RIA

CRD#: 300794

Baltimore, MD

Past

October 28, 2016 - February 27, 2020

JEMMA FINANCIAL SERVICES

RIA

CRD#: 284198

BALTIMORE, MD

Past

May 26, 2011 - October 13, 2016

REALTA EQUITIES, INC.

CRD#: 23769

BALTIMORE,, MD

Past

April 7, 2011 - September 26, 2016

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

WILMINGTON, DE

Past

November 6, 2002 - May 24, 2010

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

BALTIMORE, MD

Past

May 26, 2000 - May 24, 2010

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

BALTIMORE, MD

Past

February 1, 1996 - May 26, 2000

CRESTAR SECURITIES CORPORATION

CRD#: 17464

RICHMOND, VA

Past

August 12, 1993 - February 1, 1996

LOYOLA INVESTMENT SERVICES, INC.

CRD#: 32289

TOWSON, MD

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".

FOUNDRY WEALTH ADVISORS, LLC

CRD#: 300794 / SEC#: 801-120987

RIA

Registered Investment Advisory firm - (4/29/2021 Approved)

Maryland

Registered Investment Advisory firm - (5/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2021 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

Maryland
(6/19/2019)

IAR

Texas
(12/6/2022)

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: 6/11/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 12/23/2004

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 9/24/1996

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/22/1993

General Securities Principal Examination

Current Firm

FOUNDRY WEALTH ADVISORS, LLC

CRD#: 300794 / SEC#: 801-120987

RIA

Registered Investment Advisory firm - (4/29/2021 Approved)

Maryland

Registered Investment Advisory firm - (5/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2021 Terminated)

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Contact information

Main Address

921 E. Fort Avenue Suite 310, Baltimore, MD 21230

Mailing Address

Phone number

(443) 692-8833

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOUNDRY WEALTH ADVISORS, LLC PART 2A MARCH 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 134,245,393

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.

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Advisor Monitoring

Firm Stability Insights

Donald A. Mattran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Albert Mattran JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

JEMMA FINANCIAL SERVICES

REALTA EQUITIES, INC.

REALTA INVESTMENT ADVISORS, INC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CRESTAR SECURITIES CORPORATION

LOYOLA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

FOUNDRY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/1993

Series 63

Date: 6/4/1993

SIE

Date: 10/13/2016

Series 7

Date: 6/2/1993

Series 4

Date: 12/23/2004

Series 53

Date: 9/24/1996

Series 24

Date: 6/22/1993

Current Firm

FOUNDRY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOUNDRY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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