MP
Matthew W. Pohlman
RESURGENT ADVISORS
Chapel Hill, NC 27514
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CRD#: 5653115
MP
Professional summary
Matthew Weber Pohlman is a registered financial advisor currently at RESURGENT ADVISORS located in Chapel Hill, North Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 4 firms and has passed the Series 65 exam.
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.
NAME OF FIRM: POHLMAN CPA, PA, 303 WEST BARBEE CHAPEL ROAD, CHAPEL HILL, NC 27517
BUSINESS IS NOT INVESTMENT RELATED
POSITION: FINANCIAL OFFICER, BOARD MEMBER
DUTIES: PROVIDE ANNUAL REVIEW AND MANAGEMENT/BUSINESS GUIDANCE. STARTED JULY 2007. WORK 3-4 HOURS PER QUARTER - NONE OF THAT TIME IS INVESTMENT/SECURITIES RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Weber Pohlman'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®
NoneExperience
Current
March 9, 2021 - Present
RESURGENT ADVISORS
Office #1: 1805 E. Franklin Street Suite 100, Chapel Hill, NC 27514RIA
CRD#: 299575
Chapel Hill, NC
Past
October 15, 2012 - March 9, 2021
EAST FRANKLIN CAPITAL, LLC
RIA
CRD#: 164921
CHAPEL HILL, NC
Past
October 13, 2010 - October 10, 2012
GFO ADVISORY SERVICES, LLC
RIA
CRD#: 109278
CHAPEL HILL, NC
Past
May 28, 2009 - September 24, 2010
FRANKLIN STREET ADVISORS INC.
RIA
CRD#: 106275
CHAPEL HILL, NC
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".
RA
RESURGENT ADVISORS
3G WEALTH MANAGEMENT | TRIPLE GATE ADVISORS, LLC | TRIPLE GATE ADVISORS | TAYLOR WEALTH LLC | SUTTER WEALTH MANAGEMENT | RESURGENT FINANCIAL ADVISORS LLC | RESURGENT ADVISORS | PEACHTREE FINANCIAL GROUP | PEACHTREE COLLEGE PLANNING | ENCOMPASS FINANCIAL ADVISORS LLC | EAST FRANKLIN CAPITAL, LLC
CRD#: 299575 / SEC#: 801-117725
RIA
Registered Investment Advisory firm - (12/4/2019 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
North Carolina(3/9/2021)
Current Firm
RA
RESURGENT ADVISORS
3G WEALTH MANAGEMENT | TRIPLE GATE ADVISORS, LLC | TRIPLE GATE ADVISORS | TAYLOR WEALTH LLC | SUTTER WEALTH MANAGEMENT | RESURGENT FINANCIAL ADVISORS LLC | RESURGENT ADVISORS | PEACHTREE FINANCIAL GROUP | PEACHTREE COLLEGE PLANNING | ENCOMPASS FINANCIAL ADVISORS LLC | EAST FRANKLIN CAPITAL, LLC
CRD#: 299575 / SEC#: 801-117725
RIA
Registered Investment Advisory firm - (12/4/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6300 Powers Ferry Road Suite 600-207, Atlanta, GA 30339
Mailing Address
Phone number
(770) 615-8383
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 925 |
| AUM (Assets Under Management) | $ 326,381,640 |
Red Flags
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Company Information
RESURGENT ADVISORS
CRD#: 299575Chapel Hill, NC 27514TRUST BUT VERIFY
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