Gregory M. Hart

HADDON WEALTH MANAGEMENT

Haddonfield, NJ 08033

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CRD#: 2178458

Professional summary

Gregory Matlack Hart, CFP®, who also goes by Gregory M Hart, is a registered financial advisor currently at HADDON WEALTH MANAGEMENT, LLC located in Haddonfield, New Jersey.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Gregory has worked at 3 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory M Hart

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Matlack Hart's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

July 1, 2015 - Present

HADDON WEALTH MANAGEMENT, LLC

Office #1: 2 Kings Highway West Suite 201, Haddonfield, NJ 08033

RIA

CRD#: 226703

Haddonfield, NJ

Past

January 1, 1996 - September 6, 1996

DREYFUS INVESTMENT SERVICES COMPANY, LLC

CRD#: 17477

PITTSBURGH, PA

Past

October 24, 1991 - December 21, 1995

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/9/2024)

IAR

New Jersey
(7/1/2015)

IAR

Pennsylvania
(7/23/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/13/1996

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 1/17/1992

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 10/22/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HADDON WEALTH MANAGEMENT, LLC

CRD#: 226703 / SEC#:

Florida

Registered Investment Advisory firm - (8/9/2024 Approved)

New Jersey

Registered Investment Advisory firm - (7/1/2015 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/23/2020 Approved)

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Contact information

Main Address

2 Kings Highway West Suite 201, Haddonfield, NJ 08033

Mailing Address

Phone number

(856) 888-1744

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 64,978,532

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory M. Hart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Matlack Hart's CRS (Customer Relationship Summary).

Certified licenses

Experience

HADDON WEALTH MANAGEMENT, LLC

DREYFUS INVESTMENT SERVICES COMPANY, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/1991

Series 7

Date: 8/13/1996

Series 22

Date: 1/17/1992

Series 6

Date: 10/22/1991

Current Firm

HADDON WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HADDON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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