Matthew Gelfand has been an investment adviser representative at Princeton Global Asset Management since December 2024, and is not listed among the firm’s executive officers or direct owners. Matthew Gelfand holds a PhD in Economics from the University of Pennsylvania and a BA in Economics from Yale University.
Princeton Global Asset Management LLC is a Princeton, NJ firm with $921M under management, 365 clients and 17 advisers in one office, as of its March 2026 filing.
Matt Gelfand is Managing Director & Global Strategist of Princeton Global, where he is responsible for institutional investments. He has spent more than 30 years in the investment advisory industry, beginning as an economist at the Federal Reserve Board in Washington, D.C. Before joining the firm he was a Managing Director at Rockefeller & Co., where he also led the manager research team.
Matthew Gelfand’s longest registration was 6 years at Rockefeller & Co., Inc. (2012–2018). Before joining Princeton Global Asset Management in 2024, Matthew Gelfand was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Tricolor Capital Advisors LLC.
- – present · 1 yearChevy Chase, MD · Adviser representative · Firm CRD 146644
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearBethesda, MD · Adviser representative · Firm CRD 7691
- Tricolor Capital Advisors LLC– · 1 yearChevy Chase, MD · Adviser representative · Firm CRD 318324
- Moreland Associates, LLC– · 1 yearChevy Chase, MD · Adviser representative · Firm CRD 297818
- Rockefeller & Co., Inc.– · 6 yearsNew York, NY · Adviser representative · Firm CRD 106264
- Potomac Asset Management Co Inc– · under a yearFrederick, MD · Adviser representative · Firm CRD 105730
- Lynx Investment Advisory,llc– · 2 yearsWashington, DC · Adviser representative · Firm CRD 111814
- MDG Financial Advisors, LLC– · 6 yearsBethesda, MD · Adviser representative · Firm CRD 116388
Professional designations
Listed by Princeton Global Asset Management
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Gelfand is registered as an investment adviser representative in Maryland, since December 2024.
- MarylandSince 3 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 8 April 2023 |
| SIE | Securities Industry Essentials Examination | 30 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 20 January 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 1992 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew David Gelfand
- CRD
- 2305805
- Firm
- Princeton Global Asset Management · CRD 146644
- Office
- Chevy Chase, MD
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- princetonglobal.com
Where does Matthew Gelfand work?
Matthew Gelfand is an investment adviser representative registered through Princeton Global Asset Management LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Gelfand a financial advisor?
Yes. Matthew Gelfand has a current investment-adviser registration in Maryland, through Princeton Global Asset Management since December 2024.
How many years of experience does Matthew Gelfand have?
Matthew Gelfand has 21 years in the financial industry, since March 2005, across 8 adviser firms.
What exams has Matthew Gelfand passed?
Matthew Gelfand has passed 4 licensing exams: the Series 65, Series 66, SIE and Series 7TO. The earliest, the Series 65, was passed in December 1992.
Where did Matthew Gelfand work before Princeton Global Asset Management?
Before Princeton Global Asset Management, Matthew Gelfand was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2023 to December 2024; Tricolor Capital Advisors LLC, February 2022 to March 2023; Moreland Associates, LLC, August 2020 to February 2022; Rockefeller & Co., Inc., February 2012 to May 2018; Potomac Asset Management Co Inc, November 2009 to November 2010; Lynx Investment Advisory,llc, October 2007 to October 2009; MDG Financial Advisors, LLC, April 2001 to June 2007.
Where is Matthew Gelfand based?
Matthew Gelfand’s registered office is in Chevy Chase, MD.
Is Matthew Gelfand registered with FINRA?
No. Matthew Gelfand has no current broker registration.
Is Matthew Gelfand a CFP?
Princeton Global Asset Management lists Matthew Gelfand with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Matt Gelfand, Ph.D., CFA, CFP biography, princetonglobal.com
Is Matthew Gelfand a CFA charterholder?
Princeton Global Asset Management lists Matthew Gelfand with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Matt Gelfand, Ph.D., CFA, CFP biography, princetonglobal.com
How can I verify Matthew Gelfand’s record?
Search CRD 2305805 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Gelfand’s full registration record.
