Matthew Gelman has been an investment adviser representative at VCI Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners.
Vci Wealth Management LLC is a Saint Louis, MO firm with $435M under management, 1,686 clients and 23 advisers in one office, as of its May 2026 filing.
Matthew Gelman’s longest registration is the current one, 3 years at VCI Wealth Management since 2023. Before joining VCI Wealth Management in 2023, Matthew Gelman was registered through Ae Wealth Management, LLC.
- Ae Wealth Management, LLC– · 1 yearBradenton, FL · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Matthew Gelman is registered as an investment adviser representative in 3 states. The first approvals date from May 2023; the most recent is Illinois, in June 2024.
- FloridaSince 7 August 2023
- IllinoisSince 25 June 2024
- TexasSince 31 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Raymond Gelman
- CRD
- 7525371
- Firm
- VCI Wealth Management · CRD 324833
- Office
- Bradenton, FL
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Gelman work?
Matthew Gelman is an investment adviser representative registered through Vci Wealth Management LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Gelman a financial advisor?
Yes. Matthew Gelman has a current investment-adviser registration in Florida, Illinois and Texas, through VCI Wealth Management since May 2023.
How many years of experience does Matthew Gelman have?
Matthew Gelman has 4 years in the financial industry, since May 2022, across 2 adviser firms.
What exams has Matthew Gelman passed?
Matthew Gelman passed the Series 65 in January 2022.
Where is Matthew Gelman based?
Matthew Gelman’s registered office is in Bradenton, FL.
Is Matthew Gelman registered with FINRA?
No. Matthew Gelman has no current broker registration.
How can I verify Matthew Gelman’s record?
Search CRD 7525371 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Gelman’s full registration record.