MG
Matthew Gordon
SAN FRANCISCO, CA 94105
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CRD#: 6584000
MG
Matthew Gordon
Professional summary
Matthew Gordon was a registered financial advisor .
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew had worked at 2 firms .
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
July 22, 2026 - Present
Office #1: 71 Stevenson St., Suite 400, San Francisco, CA 94105
SAN FRANCISCO, CA
Past
October 10, 2019 - April 17, 2026
SUMMITRY, LLC
RIA
CRD#: 128586
San Mateo, CA
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
California(7/22/2026)
Exams
Current firm
No current employment
Red Flags
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