Matthew R Lichtman

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-09
MA	RA	APPROVED	2021-06-24

NY RA
APPROVED

Since 2021-08-09
MA RA
APPROVED

Since 2021-06-24

Branch Locations

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

40 Grove Street Suite 385, Wellesley, MA 02482 • 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

Organization	City	State	From	To
Goldman, Sachs & Co.	New York	NY	04/2014	05/2021
Advisory Services Network, Llc	Atlanta	GA	06/2021	Present
Calton & Associates, Inc.	Tampa	FL	04/2026	08/2026
Calton & Associates, Inc.	Tampa	FL	08/2026	Present

04/2014 → 05/2021

Goldman, Sachs & Co.

New York, NY
06/2021 → Present

Advisory Services Network, Llc

Atlanta, GA
04/2026 → 08/2026

Calton & Associates, Inc.

Tampa, FL
08/2026 → Present

Calton & Associates, Inc.

Tampa, FL

Other Businesses

Lichtman & Associates, LLC; Not Investment-related; 40 Grove Street, Suite 385 Wellesley MA 02482, Law Firm; Managing Member; Started 05/03/2021; Full Time

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-03

S66 Uniform Combined State Law Examination

2026-08-03

Other Names

Matthew Lichtman

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