Matthew Weber Pohlman

Employer firm

Resurgent Advisors CRD 299575

$355M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2012 → 03/2021
  East Franklin Capital
  Chapel Hill, NC
• 03/2021 → Present
  Resurgent Financial Advisors Llc
  Chapel Hill, NC

Previous Registrations

• 2012-10-15 → 2021-03-09
  East Franklin Capital, Llc
  Chapel Hill, NC
• 2010-10-13 → 2012-10-10
  Gfo Advisory Services, Llc
  Greenwich, CT
  Chapel Hill, NC
• 2009-05-28 → 2010-09-24
  Franklin Street Advisors Inc.
  Chapel Hill, NC

Other Businesses

NAME OF FIRM: POHLMAN CPA, PA, 303 WEST BARBEE CHAPEL ROAD, CHAPEL HILL, NC 27517 BUSINESS IS NOT INVESTMENT RELATED POSITION: FINANCIAL OFFICER, BOARD MEMBER DUTIES: PROVIDE ANNUAL REVIEW AND MANAGEMENT/BUSINESS GUIDANCE. STARTED JULY 2007. WORK 3-4 HOURS PER QUARTER - NONE OF THAT TIME IS INVESTMENT/SECURITIES RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-27