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Neil Marc Matlins

Global Trust

Palm Beach Gardens, FL

Hollywood, FL

CRD 2338115

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Employer firm

Global Trust CRD 143120

$450M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Global Trust

11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

Hollywood, FL • 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
Matlins Financial Consulting, Inc. Hollywood FL 07/1983 Present
Global Trust Palm Beach Gardens FL 02/2025 Present
  • 07/1983 → Present
    Matlins Financial Consulting, Inc.
    Hollywood, FL
  • 02/2025 → Present
    Global Trust
    Palm Beach Gardens, FL
Previous Registrations
  • 2012-07-06 → 2025-05-29
    Matlins Financial Consulting, Inc.
    Hollywood, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-03
  • S65 Uniform Investment Adviser Law Examination
    2005-08-03
Other Names
  • Neil Matlins

View on SEC IAPD

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