Unclaimed Profile

Matthew David Gullen

COMVEST ADVISORS LLC·WEST PALM BEACH, Florida

Clean recordCOMVEST ADVISORS LLC

CITYPLACE TOWER, WEST PALM BEACH, FL 33401CRD# 6774167Firm CRD# 160753

Profile Verification

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

Identity

Matthew David Gullen · WEST PALM BEACH, FL

Registration

CRD #6774167 · COMVEST ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew David Gullen is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with COMVEST ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COMVEST ADVISORS LLC

AUM

$4.3B

Regulatory assets under management

Employees

111

Total firm employees

View all advisors at COMVEST ADVISORS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6774167

Firm CRD# 160753

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew David Gullen offer?

Matthew David Gullen specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Matthew David Gullen's credentials?

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

Where is Matthew David Gullen located?

Matthew David Gullen is based in WEST PALM BEACH, Florida, working with COMVEST ADVISORS LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Matthew David Gullen charge for services?

Matthew David Gullen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMVEST ADVISORS LLC?

COMVEST ADVISORS LLC has approximately 111 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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