Gregory Matlack Hart
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory M Hart
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
HADDON WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2 Kings Highway West Suite 201, Haddonfield, NJ 08033Phone Number
(856) 888-1744# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
187AUM (Assets Under Management)
$90,391,742Similar Advisors
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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.
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State Registrations and Notice Filings
(8/9/2024)
(7/1/2015)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jan 1992About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1991About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Matlack Hart's CRS (Customer Relationship Summary).
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