Neil Matlins has been an investment adviser representative at Global Trust Asset Management since March 2025, and is not listed among the firm’s executive officers or direct owners. Neil Matlins holds a BA Arts and Science from the University of Virginia and an MA in Managerial Economics, Demography and International Business from Cornell University.
Global Trust Asset Management, LLC is a Palm Beach Gardens, FL firm with $450M under management, 276 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Neil Matlins is Senior Investment Officer of Global Trust Asset Management, LLC. He brings experience as a hedge fund manager and investment adviser managing equity and fixed income portfolios. In 1983 he founded a hedge fund, The Lincoln Fund, L.P., based in Springfield, Illinois. From 2012 to 2025 he served individual clients, families and corporations as a registered investment advisor and President of Matlins Financial Consulting Inc., based in Hollywood, Florida.
Neil Matlins’ longest registration was 12 years at Matlins Financial Consulting, Inc. (2012–2025). Before joining Global Trust Asset Management in 2025, Neil Matlins was registered through Matlins Financial Consulting, Inc.
- Matlins Financial Consulting, Inc.– · 12 yearsHollywood, FL · Adviser representative · Firm CRD 137176
Investment adviser representative registrations
Neil Matlins is registered as an investment adviser representative in Florida, since March 2025.
- FloridaSince 7 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2005 |
| Series 3 | National Commodity Futures Examination | 10 January 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Full name
- Neil Marc Matlins
- CRD
- 2338115
- Firm
- Global Trust Asset Management · CRD 143120
- Office
- Hollywood, FL
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gbltrust.com
Where does Neil Matlins work?
Neil Matlins is an investment adviser representative registered through Global Trust Asset Management, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Neil Matlins a financial advisor?
Yes. Neil Matlins has a current investment-adviser registration in Florida, through Global Trust Asset Management since March 2025.
How many years of experience does Neil Matlins have?
Neil Matlins has 14 years in the financial industry, since July 2012, across 2 adviser firms.
What exams has Neil Matlins passed?
Neil Matlins has passed 2 licensing exams: the Series 3 and Series 65. The earliest, the Series 3, was passed in January 1994.
Where is Neil Matlins based?
Neil Matlins’ registered office is in Hollywood, FL.
Is Neil Matlins registered with FINRA?
No. Neil Matlins has no current broker registration.
How can I verify Neil Matlins’ record?
Search CRD 2338115 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Neil Matlins’ full registration record.
