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Matthew Douglas Wallack

Roundview Capital, LLC

Princeton, NJ

CRD 5494023

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Employer firm

Roundview Capital, LLC CRD 148083

$2.13B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting

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

Current Employers
Roundview Capital, Llc

182 Nassau Street Suite 201, Princeton, NJ 08542-7000 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2014-03-28
  • NJ RA
    APPROVED
    Since 2014-03-28

Branch Locations

182 Nassau Street Suite 201, Princeton, NJ 08542-7000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Roundview Capital Llc Princeton NJ 01/2014 Present
Previous Registrations
  • 2009-03-30 → 2014-01-31
    Orchard Park Capital, L.L.C.
    Princeton, NJ
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

DAVID WILLIAM SMITH
JOHN FRANCIS RYAN
ERICA DORAY SEREMETA

Nearby Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ

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