Advisor at Princeton Global Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Princeton Global Asset Management LLC
Location
Chevy Chase, MD
Credentials
CFP®, CFA®, Series 65, Series 66
Industry experience
21 years
Matthew Gelfand is a CFP® and CFA® with 21 years of industry experience. He is currently with Princeton Global Asset Management LLC and has previously worked at Bank of America, Merrill, Tricolor Capital Advisors, Moreland Associates, and Rockefeller Capital Management. Outside of his advisory role, he serves on the Investment and Compensation Committees of The Forward Association and is a member of the Board of Advisors for The Journal of Taxation of Investments. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm uses a fundamental analysis-based investment process tailored to clients’ specific needs and incorporates third-party managers and technology platforms to enhance portfolio management and estate-planning services.
Based on Princeton Global Asset Management LLC
Based on Princeton Global Asset Management LLC
Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Account minimum: $1,000,000 Minimum fee: $5,000 per year for accounts below a certain asset threshold Fee-only: Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Chevy Chase, MD
Maryland
Bank of America, N.A.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Tricolor Capital Advisors
2021 - Present (5 years)
Moreland Associates, LLC
2019 - Present (7 years)
Self-employed Consultant
2019 - 2019 (1 year)
Rockefeller & Co. LLC DBA Rockefeller Capital Management
2018 - 2019 (1 year)
Rockefeller Financial
2012 - 2019 (7 years)
Rockefeller Financial
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")