Marianne D. Mattran

FOUNDRY WEALTH ADVISORS

Baltimore, MD 21230

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CRD#: 4806813

Professional summary

Marianne Dorian Mattran, CFP®, who also goes by Marianne Dorian Fishler, is a registered financial advisor currently at FOUNDRY WEALTH ADVISORS, LLC located in Baltimore, Maryland.

Marianne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Marianne has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marianne Dorian Fishler

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) JUNE 2011; MARYLAND STATE LIFE HEALTH; BALTIMORE, MD; INVESTMENT RELATED; MARYLAND STATE LIFE HEALTH INSURANCE PRODUCER LICENSE; SALE OF LIFE INSURANCE, LONG TERM CAR INSURANCE, DISABILITY INSURANCE; DEVOTE 10 HRS/MONTH DURING MARKET HOURS. 2) March 2022; Matador Holdings,LLC;Non-investment related; 921 E. Fort Avenue, Baltimore, MD 21230;owner; advertising;Devotes;1/Hr per month of time during Market Hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marianne Dorian Mattran'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

June 11, 2019 - Present

FOUNDRY WEALTH ADVISORS, LLC

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

RIA

CRD#: 300794

Baltimore, MD

Past

September 26, 2016 - July 5, 2018

M. S. HOWELLS & CO.

CRD#: 104100

Baltimore, MD

Past

September 2, 2016 - February 27, 2020

JEMMA FINANCIAL SERVICES

RIA

CRD#: 284198

Baltimore, MD

Past

February 16, 2012 - September 14, 2016

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

WILMINGTON, DE

Past

June 7, 2011 - October 7, 2016

REALTA EQUITIES, INC.

CRD#: 23769

BALTIMORE,, MD

Past

July 2, 2004 - June 3, 2011

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

BALTIMORE, MD

Past

June 15, 2004 - June 3, 2011

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

BALTIMORE, 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
(6/11/2019)

IAR

Texas
(6/28/2019)

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: 6/26/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/14/2004

General Securities Representative 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

Marianne D. Mattran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marianne Dorian Mattran's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

JEMMA FINANCIAL SERVICES

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

FOUNDRY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2004

SIE

Date: 7/5/2018

Series 7

Date: 6/14/2004

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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