Matthew E. Gordillo

PARK EDGE ADVISORS

CLEVELAND, OH 44113

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CRD#: 2430167

Professional summary

Matthew Eric Gordillo, who also goes by Matthew E Gordillo, is a registered financial advisor currently at PARK EDGE ADVISORS, LLC located in Cleveland, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew E Gordillo

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.

Matt is a licensed insurance agent who sells life and health insurance with various insurance companies and receives commissions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Eric Gordillo'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

July 14, 2022 - Present

PARK EDGE ADVISORS, LLC

Office #1: 2360 W 11th St, Cleveland, OH 44113

RIA

CRD#: 317521

CLEVELAND, OH

Past

September 14, 2021 - November 30, 2022

STRATOS WEALTH ADVISORS LLC

RIA

CRD#: 283816

AVON LAKE, OH

Past

June 28, 2017 - September 13, 2021

INVERNESS SECURITIES, LLC

CRD#: 129914

Cleveland, OH

Past

July 2, 2012 - December 19, 2017

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

BEACHWOOD, OH

Past

June 27, 2011 - September 13, 2021

ANCORA PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 124845

CLEVELAND, OH

Past

June 20, 2006 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

BEACHWOOD, OH

Past

May 17, 2006 - June 22, 2017

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

BEACHWOOD, OH

Past

July 23, 2003 - July 6, 2006

INDEPENDENT ADVISORS,INC.

RIA

CRD#: 120659

INDEPENDENCE, OH

Past

October 18, 1999 - May 3, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

INDEPENDENCE, OH

Past

December 22, 1998 - May 3, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

INDEPENDENCE, OH

Past

February 22, 1994 - January 12, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

February 22, 1994 - January 12, 1999

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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".

PARK EDGE ADVISORS, LLC

PARK EDGE | WEALTH WORTHY WOMEN | PARK EDGE ADVISORS, LLC

CRD#: 317521 / SEC#: 801-125820

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

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

Ohio
(7/14/2022)

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: 12/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/15/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/25/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/18/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/20/1999

General Securities Principal Examination

Current Firm

PARK EDGE ADVISORS, LLC

PARK EDGE | WEALTH WORTHY WOMEN | PARK EDGE ADVISORS, LLC

CRD#: 317521 / SEC#: 801-125820

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

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Contact information

Main Address

2360 W 11th St, Cleveland, OH 44113

Mailing Address

Phone number

(216) 727-0144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- PARK EDGE ADVISORS, LLC (2/21/2025)

ADV PART 2A- PARK EDGE ADVISORS, LLC (2/21/2025)

Regulatory assets under management

Total Number of Accounts	821
AUM (Assets Under Management)	$ 438,144,994

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

Matthew E. Gordillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Eric Gordillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATOS WEALTH ADVISORS LLC

INVERNESS SECURITIES, LLC

FIRST ALLIED ADVISORY SERVICES, INC.

ANCORA PRIVATE WEALTH ADVISORS, LLC

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

INDEPENDENT ADVISORS,INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

PARK EDGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/1999

Series 63

Date: 2/15/1995

SIE

Date: 10/1/2018

Series 7

Date: 5/25/1999

Series 6

Date: 2/18/1994

Series 24

Date: 9/20/1999

Current Firm

PARK EDGE ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK EDGE ADVISORS, LLC

TRUST BUT VERIFY

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