Matthew R. Wolfe

GARLIKOV ADVISORS

Columbus, OH 43215

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CRD#: 4650640

Professional summary

Matthew Robert Wolfe, who also goes by Matt Wolfe, is a registered financial advisor currently at GARLIKOV ADVISORS INC located in Columbus, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Wolfe

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.

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 2 HOURS PER MONTH, NONE DURING TRADING. 2)OWNER OF A CPA FIRM, M. R. WOLFE & ASSOCIATES, LLC, 4200 REGENT STREET SUITE 200 COLUMBUS OHIO 43219. BEGAN 8/06. NOT INVEST RELATED. DEVOTES 20 HRS/WK, 10 HRS/WK DURING TRADING. 3)OWNER OF WOLFE PLANNING, A CPE PROVIDER IN OHIO, DEVOTES 8 HRS/MNTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Wolfe'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

December 7, 2011 - Present

GARLIKOV ADVISORS INC

Office #1: 41 S High St Ste 3400, Columbus, OH 43215

RIA

CRD#: 112352

Columbus, OH

Past

December 6, 2011 - March 25, 2013

GA FINANCIAL, INC.

CRD#: 42293

COLUMBUS, OH

Past

September 3, 2008 - December 31, 2010

CAPITAL CITY INVESTMENT MANAGEMENT COMPANY, INC.

RIA

CRD#: 122616

COLUMBUS, OH

Past

January 3, 2008 - July 2, 2009

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

COLUMBUS, OH

Past

January 2, 2008 - December 20, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

COLUMBUS, OH

Past

December 4, 2006 - January 2, 2008

GARLIKOV ADVISORS INC

RIA

CRD#: 112352

COLUMBUS, OH

Past

February 11, 2004 - January 2, 2008

GA FINANCIAL, INC.

CRD#: 42293

COLUMBUS, OH

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".

GARLIKOV ADVISORS INC

GARLIKOV ADVISORS | GARLIKOV ADVISORS INC

CRD#: 112352 / SEC#: 801-19290

RIA

Registered Investment Advisory firm - (7/14/1983 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
(12/7/2011)

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 66

Date: 12/30/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/10/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/16/2004

General Securities Principal Examination

Current Firm

GARLIKOV ADVISORS INC

GARLIKOV ADVISORS | GARLIKOV ADVISORS INC

CRD#: 112352 / SEC#: 801-19290

RIA

Registered Investment Advisory firm - (7/14/1983 Approved)

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Contact information

Main Address

41 S High St Ste 3400, Columbus, OH 43215

Mailing Address

Phone number

(614) 221-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORS FORM ADV PART B - STAFF SUPPLEMENT 12 31 2024 (3/17/2025)

ADVISORS PART 2A FORM ADV 12 31 2024 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	194
AUM (Assets Under Management)	$ 165,329,375

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 R. Wolfe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Wolfe's CRS (Customer Relationship Summary).

Certified licenses

Experience

GA FINANCIAL, INC.

CAPITAL CITY INVESTMENT MANAGEMENT COMPANY, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

GARLIKOV ADVISORS INC

GA FINANCIAL, INC.

Primary Firm SEC Registration

GARLIKOV ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2005

Series 7

Date: 2/10/2004

Series 24

Date: 9/16/2004

Current Firm

GARLIKOV ADVISORS INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GARLIKOV ADVISORS INC

TRUST BUT VERIFY

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