JG
JG

Julie Gotman-Matusovskaya

21 Years of Experience
Los Angeles, CA

Julie Gotman-Matusovskaya is a registered investment advisor at Gotman-Matusovskaya, Julie Evgenievna, based in Los Angeles, CA, with 21 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Julie Evgenievna Gotman-Matusovskaya charges $250 per hour for financial planning services, with a minimum of 2 hours.

Hourly Rate:$250/hr
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Location

Los Angeles, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Gotman-Matusovskaya, Julie Evgenievna
January 2026 - Present · 3 mos
Previous Registrations
Cetera Investment Advisers LLC
July 2004 - December 2023 · 19 yrs 5 mos
Cetera Financial Specialists LLCBroker
January 2003 - December 2023 · 20 yrs 11 mos
American Express Financial Advisors, INC.
October 2002 - January 2003 · 3 mos
American Express Financial Advisors INC.Broker
August 2002 - January 2003 · 5 mos
Ids Life Insurance CompanyBroker
August 2002 - January 2003 · 5 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Julie Gotman-Matusovskaya - Financial Advisor | TrueAdvisor