Matthew Gotlin (CRD# 2498059) is an Investment Advisor Representative working at Choreo, LLC in Columbia, MD and has over 14 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Choreo, LLC | Columbia, MD | Nov 2023 - Current | < 1 |
| Bdo Wealth Advisors, LLC | Columbia, MD | Jan 2020 - Oct 2023 | 3 |
| Biegel & Waller LLC | Columbia, MD | Jan 2009 - Jan 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- IL
- MD
- NY
- TX
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Total Assets Under Management16,031MILLIONS
-
Total Number of Accounts24,966ACCOUNTS
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Average Account Value$642,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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