Michelle B. Gordon

INVESTABLY LLC

BETHESDA, MD 20814

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CRD#: 5608002

Professional summary

Michelle B Gordon, who also goes by Michelle B Matos, Michelle Matos, is a registered financial advisor currently at INVESTABLY LLC located in Bethesda, Maryland.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michelle has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle B Matos | Michelle Matos

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.) ComercioTV; NO; Miami, FL; Media & Entertainment; Featured Expert Guest Contributor; 03/2024; 6/ HRS MO; 4/ HRS MO; Appear on a live television series to speak generally on broad topics during featured segments. 2.) Prosperably, LLC- 08/2024 - 7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814 - Independent insurance agent, helping wealth advisory clients obtain appropriate retirement income solutions or term insurance in alignment with their financial plan, Invt Rel, Insurance business, 8 hrs/mo; 4 hrs/mo (during trading hours). 3.) Happy Wealth Me LLC - 01/2025 - 7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814 - Founder & CEO, Financial wellness and education, Not Invt Rel, RA business, 10 hrs/mo; 0 hrs/mo (during trading hours). 4.) Lendbly LLC - 02/2025 - Miami, FL - Managing Member - Affiliate online marketing relationships, drive digital traffic to web content, online education on broad lending topics - 3-5 weekend hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle B Gordon's 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

September 7, 2021 - Present

INVESTABLY LLC

Office #1: 2 Bethesda Metro Center Suite 200, Bethesda, MD 20814

RIA

CRD#: 315745

BETHESDA, MD

Past

January 24, 2024 - January 31, 2025

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

July 6, 2021 - February 2, 2022

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

August 5, 2010 - April 7, 2021

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

November 19, 2008 - February 9, 2009

GAIN SECURITIES

CRD#: 16203

JERSEY CITY, NJ

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

Florida
(10/25/2024)

IAR

Maryland
(9/7/2021)

IAR

Texas
(12/6/2021)

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: 5/14/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/10/2008

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: 11/18/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/3/2019

General Securities Principal Examination

Current Firm

INVESTABLY LLC

CRD#: 315745 / SEC#:

Florida

Registered Investment Advisory firm - (10/25/2024 Approved)

Maryland

Registered Investment Advisory firm - (9/7/2021 Approved)

Texas

Registered Investment Advisory firm - (12/2/2021 Conditional Restricted)

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Contact information

Main Address

2 Bethesda Metro Center Suite 200, Bethesda, MD 20814

Mailing Address

Phone number

(410) 348-1611

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 2,370,858

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

Michelle B. Gordon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle B Gordon's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

THE LEADERS GROUP, INC.

PROFUNDS DISTRIBUTORS, INC.

GAIN SECURITIES

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2021

Series 63

Date: 12/10/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2008

Series 24

Date: 12/3/2019

Current Firm

INVESTABLY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTABLY LLC

TRUST BUT VERIFY

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