Marianne Dorian Mattran

Employer firm

Foundry Wealth Advisors, LLC CRD 300794

$163M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 10/2016
  Coastal Equities, Inc.
  Baltimore, MD
• 08/2016 → 12/2019
  Jemma Financial Services D/B/A Foundry Wealth Advisors, Llc
  Baltimore, MD
• 09/2016 → 07/2018
  Ms Howells & Co
  Baltimore, MD
• 05/2019 → Present
  Foundry Wealth Advisors, Llc
  Baltimore, MD

Previous Registrations

• 2016-09-02 → 2020-02-27
  Jemma Financial Services
  Baltimore, MD
  Baltimore, MD
• 2012-02-16 → 2016-09-14
  Realta Investment Advisors, Inc
  Wilmington, DE
• 2004-07-02 → 2011-06-03
  Truist Investment Services, Inc.
  Phoenix, MD
  Bel Air, MD
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
  Towson, MD

Other Businesses

1) JUNE 2011; MARYLAND STATE LIFE HEALTH; BALTIMORE, MD; INVESTMENT RELATED; MARYLAND STATE LIFE HEALTH INSURANCE PRODUCER LICENSE; SALE OF LIFE INSURANCE, LONG TERM CAR INSURANCE, DISABILITY INSURANCE; DEVOTE 10 HRS/MONTH DURING MARKET HOURS. 2) March 2022; Matador Holdings,LLC;Non-investment related; 921 E. Fort Avenue, Baltimore, MD 21230;owner; advertising;Devotes;1/Hr per month of time during Market Hours

Exams

• S66 Uniform Combined State Law Examination
  2004-06-26

Designations

• Certified Financial Planner

Other Names

• Marianne Dorian Fishler