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MH

Matthew A. Hart

FOSTER VICTOR
Greenville, SC 29601
Some features on this profile are disabled
CRD#: 2256594
MH

Professional summary


Matthew Allen Hart, who also goes by Matthew Hart, is a registered financial advisor currently at FOSTER VICTOR located in Greenville, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Matthew has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matthew 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 Matthew Allen Hart's CRS (Customer Relationship Summary).
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®
None

Experience


Current

February 3, 2025 - Present

FOSTER VICTOR

Office #1: 10 Toy Street Suite 200, Greenville, SC 29601
RIA
CRD#: 283656
Greenville, SC
Past

November 27, 2020 - January 22, 2025

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

November 2, 2020 - January 22, 2025

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
WINSTON SALEM, NC
Past

June 4, 2010 - November 29, 2016

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
ATLANTA, GA
Past

June 1, 2010 - November 29, 2016

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

March 15, 2001 - June 3, 2010

VAN KAMPEN ADVISORS INC

RIA
CRD#: 104703
HOUSTON, TX
Past

October 24, 1997 - June 1, 2010

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

May 24, 1993 - August 11, 1997

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FV
FOSTER VICTOR
BEN ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS | FOSTER VICTOR

CRD#: 283656 / SEC#: 801-107775

RIA
Registered Investment Advisory firm - (5/4/2016 Approved)

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
South Carolina
(2/3/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/17/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FV
FOSTER VICTOR
BEN ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS | FOSTER VICTOR

CRD#: 283656 / SEC#: 801-107775

RIA
Registered Investment Advisory firm - (5/4/2016 Approved)
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Contact information


Main Address
10 Toy Street Suite 200, Greenville, SC 29601
Mailing Address
Phone number
(864) 720-2000
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (6/3/2025)

Regulatory assets under management


Total Number of Accounts5,795
AUM (Assets Under Management)$ 2,153,072,996

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


FOSTER VICTOR

CRD#: 283656Greenville, SC 29601

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