Matthew Gordon
Matthew Gordon is a registered investment advisor at Wells Fargo Advisors, based in Lodi, NJ, with 25 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2 S Main St, Lodi, NJ, 07644
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2019Customer Dispute
January 2009Customer Dispute
November 2006Other Business Activities
Matthew owns rental property in Clifton, NJ since 2017. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.