Unclaimed Profile

Matthew David Grishman

GEBHARDT GROUP, INC·LAFAYETTE, California

Series 7, Series 63, Series 65Clean record24 years registeredGEBHARDT GROUP, INC

3390 MT. DIABLO BOULEVARD, LAFAYETTE, CA 94549CRD# 2733954Firm CRD# 142903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew David Grishman · LAFAYETTE, CA

Registration

CRD #2733954 · GEBHARDT GROUP, INC · 24 years registered

Brand Profile

Not yet started

Career History

GEBHARDT GROUP, INC

Apr 2025 – present

GEBHARDT GROUP, INC

Feb 2020 – Dec 2024

LAFAYETTE, CA

401K MASTERS, LLC

Feb 2015 – Dec 2018

ROSEVILLE, CA

GEBHARDT GROUP, INC

Apr 2014 – Aug 2019

ROSEVILLE, CA

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Oct 2011 – Mar 2014

ROSEVILLE, CA

PUTNAM INVESTMENT MANAGEMENT, LLC

Sep 2001 – Nov 2002

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 25, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEBHARDT GROUP, INC

CRD 142903 · SEC 801-80379

AUM

$269M

Regulatory assets under management

Employees

763 client accounts

Services offered by GEBHARDT GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GEBHARDT GROUP, INC →

Introduction

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Frequently Asked Questions

What services does Matthew David Grishman offer?

Matthew David Grishman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.

What are Matthew David Grishman's credentials?

Matthew David Grishman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew David Grishman located?

Matthew David Grishman is based in LAFAYETTE, California, working with GEBHARDT GROUP, INC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Matthew David Grishman charge for services?

Matthew David Grishman's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEBHARDT GROUP, INC?

GEBHARDT GROUP, INC has approximately 7 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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