Donald Mattran has been Chief Compliance Officer, Managing Director & Co-Founder of Foundry Wealth Advisors since February 2011, is a control person of the firm and directly owns between 50% and 75% of it.
Foundry Wealth Advisors, LLC is a Baltimore, MD firm with $163M under management, 66 clients and 4 advisers in one office, as of its August 2026 filing.
Don Mattran is Managing Director & Co-Founder of Foundry Wealth Advisors, based in Baltimore, with 40+ years' experience in financial services. Before forming the firm in 2011, he spent 24 years with a large regional bank and its predecessors, most recently as Senior VP and Managing Director of the bank's Private Wealth Management division. As Investment Committee Chair, he oversees portfolio construction and asset allocation strategies.
Donald Mattran’s longest registration was 7 years at Suntrust Investment Services, Inc. (2002–2010). Before joining Foundry Wealth Advisors in 2019, Donald Mattran was registered through Jemma Financial Services and Coastal Investment Advisors.
- Foundry Wealth Advisors, LLCCurrent– present · 7 yearsBaltimore, MD · Adviser representative · Firm CRD 300794
- Jemma Financial Services– · 3 yearsBaltimore, MD · Adviser representative · Firm CRD 284198
- Coastal Investment Advisors– · 5 yearsWilmington, DE · Adviser representative · Firm CRD 134952
- Suntrust Investment Services, Inc.– · 7 yearsBaltimore, MD · Adviser representative · Firm CRD 17499
Investment adviser representative registrations
Donald Mattran is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2019; the most recent is Texas, in December 2022.
- MarylandSince 19 June 2019
- TexasResidentSince 6 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 23 December 2004 |
| Series 53 | Municipal Securities Principal Examination | 24 September 1996 |
| Series 24 | General Securities Principal Examination | 22 June 1993 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 June 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 June 1993 |
| Series 7 | General Securities Representative Examination | 2 June 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donald Albert Mattran
- CRD
- 2342760
- Firm
- Foundry Wealth Advisors · CRD 300794
- Role
- Chief Compliance Officer, Managing Director & Co-Founder
- Office
- 921 E. FORT AVENUE, SUITE 310, Baltimore, MD 21230
- Registration
- Investment adviser registration
- In the industry since
- July 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foundrywealth.com
Where does Donald Mattran work?
Donald Mattran has been Chief Compliance Officer, Managing Director & Co-Founder of Foundry Wealth Advisors, LLC since February 2011, and is a control person of the firm.
Is Donald Mattran a financial advisor?
Yes. Donald Mattran has a current investment-adviser registration in Maryland and Texas, through Foundry Wealth Advisors since June 2019.
How many years of experience does Donald Mattran have?
Donald Mattran has 32 years in the financial industry, since July 1994, across 4 adviser firms.
What exams has Donald Mattran passed?
Donald Mattran has passed 6 licensing exams: the Series 7, Series 63, Series 65, Series 24, Series 53 and Series 4. The earliest, the Series 7, was passed in June 1993. FINRA credited Donald Mattran with the SIE, which began in October 2018.
Where did Donald Mattran work before Foundry Wealth Advisors?
Before Foundry Wealth Advisors, Donald Mattran was registered through Coastal Investment Advisors, April 2011 to September 2016; Suntrust Investment Services, Inc., November 2002 to May 2010.
Where is Donald Mattran based?
Donald Mattran’s registered office is in Baltimore, MD.
Is Donald Mattran registered with FINRA?
No. Donald Mattran has no current broker registration.
How can I verify Donald Mattran’s record?
Search CRD 2342760 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Mattran’s full registration record.
