Marianne Mattran has been President & Co-Founder of Foundry Wealth Advisors since June 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.
Marianne Mattran is President & Co-Founder of Foundry Wealth Advisors, based in Baltimore. She has 20+ years of executive-level experience advising high-net-worth individuals on complex financial issues. Before forming the firm, she was Managing Director of a large regional bank's wealth management group in Baltimore, and she also spent nearly 20 years as a commercial banker, helping business owners develop strategies to grow, finance and exit their business.
Marianne Mattran’s longest registration is the current one, 7 years at Foundry Wealth Advisors since 2019. Before joining Foundry Wealth Advisors in 2019, Marianne 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– · 4 yearsWilmington, DE · Adviser representative · Firm CRD 134952
- Suntrust Investment Services, Inc.– · 6 yearsBaltimore, MD · Adviser representative · Firm CRD 17499
Professional designations
Listed by Foundry Wealth Advisors
- Certified Financial Planner™
Investment adviser representative registrations
Marianne Mattran is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2019.
- MarylandSince 11 June 2019
- TexasResidentSince 28 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 June 2004 |
| Series 7 | General Securities Representative Examination | 14 June 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marianne Dorian Mattran
- CRD
- 4806813
- Firm
- Foundry Wealth Advisors · CRD 300794
- Role
- President & Co-Founder
- Office
- 921 E. FORT AVENUE, SUITE 310, Baltimore, MD 21230
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foundrywealth.com
Where does Marianne Mattran work?
Marianne Mattran has been President & Co-Founder of Foundry Wealth Advisors, LLC since June 2011, and is a control person of the firm.
Is Marianne Mattran a financial advisor?
Yes. Marianne Mattran has a current investment-adviser registration in Maryland and Texas, through Foundry Wealth Advisors since June 2019.
How many years of experience does Marianne Mattran have?
Marianne Mattran has 22 years in the financial industry, since June 2004, across 4 adviser firms.
What exams has Marianne Mattran passed?
Marianne Mattran has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2004. FINRA credited Marianne Mattran with the SIE, which began in October 2018.
Where did Marianne Mattran work before Foundry Wealth Advisors?
Before Foundry Wealth Advisors, Marianne Mattran was registered through Coastal Investment Advisors, February 2012 to September 2016; Suntrust Investment Services, Inc., July 2004 to June 2011.
Where is Marianne Mattran based?
Marianne Mattran’s registered office is in Baltimore, MD.
Is Marianne Mattran registered with FINRA?
No. Marianne Mattran has no current broker registration.
Is Marianne Mattran a CFP?
Foundry Wealth Advisors lists Marianne Mattran with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
Source: Marianne D. Mattran, CFP® biography, foundrywealth.com
How can I verify Marianne Mattran’s record?
Search CRD 4806813 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marianne Mattran’s full registration record.
