Matthew D. Pardieck
HARBOUR WEALTH MANAGEMENT GROUP
Daniel Island, SC 29492
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CRD#: 2625967
Professional summary
Matthew David Pardieck, CFP®, ChFC®, CIMA®, CLU®, who also goes by Matt Pardieck, is a registered financial advisor currently at HARBOUR WEALTH MANAGEMENT GROUP, INC. located in Daniel Island, South Carolina and M HOLDINGS SECURITIES, INC. located in Daniel Island, South Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Matthew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Pardieck
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.
1)Nature of the Business: Author, Mt Pleasant, SC Position/Title: Author Investment Related: No Start Date: 05/06/2019 Hours per month devoted to this business: 20; Hours per month during trading hours: 10 Description of duties: Writing a book discussing using a business to promote goals and values of business owners. The hope is book helps promote our financial advisory business working with business owners who 'have big hearts'. 2)Name of Business: Jazz Artists of Charleston-Charleston Jazz Address: N Charleston, SC Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related: No Start Date: 12/15/2016 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 1 Description of duties: Board member. Provide guidance and leadership to musical nonprofit and assistance with fundraising. 3) Name of Business: M Holdings Securities, Inc Address: Daniel Island, SC Position/Title: Registered Representative Investment Related: Yes Start Date: 10/15/2021 Hours per month devoted to this business during trading hours: 10 Description of duties: Sells insurance and variable annuities. 4) Harbour Wealth Management Group, Inc; 126 Seven Farms Drive Ste 150 Daniel Island, SC 29492; Member Firm Affiliation; Investment Related; Managing Principal; 8/1/2021; 160 hours per month; 160 hours per month during trading hours. Description of duties: Services as a representative for clients who are trading investment products and securities 5) Harbour Wealth Management Real Estate, LLC - Not Investment Related - 126 Seven Farms Dr, Ste.150, Daniel Island SC 29492 - Renting Office Space - Managing Director - 12/2023 - 1 hour per month - 0 hours per month during trading hours 6) Name of the Business: Beauty Vs The Beast Investment Related: No Address: 812 High Battery Circle, Mt Pleasant, SC 29464 Nature of the Business: Podcast Position/Title: Host/Speaker Start Date: 10/5/2024 Hours per month devoted to this business: 4 hours per month Description of duties: Interviewing philanthropists and heroes who have taken actions to help their fellow man
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Pardieck'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®
Start date: 2000
Experience
Current
June 9, 2021 - Present
HARBOUR WEALTH MANAGEMENT GROUP, INC.
Office #1: 126 Seven Farms Drive Ste 150, Daniel Island, SC 29492RIA
CRD#: 314496
Daniel Island, SC
Current
October 15, 2021 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 126 Seven Farms Drive Ste 150, Daniel Island, SC 29492RIA
BD
CRD#: 43285
Daniel Island, SC
Past
February 27, 2012 - August 6, 2021
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
MT. PLEASANT, SC
Past
February 24, 2012 - August 6, 2021
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
MT. PLEASANT, SC
Past
March 24, 2005 - February 28, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MT. PLEASANT, SC
Past
March 10, 2005 - February 28, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MT. PLEASANT, SC
Past
June 7, 2002 - March 11, 2005
PALMER & CAY SECURITIES CORPORATION
BD
CRD#: 113747
CHARLOTTE, NC
Past
April 2, 2001 - June 3, 2002
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
July 10, 1995 - October 1, 1997
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
July 10, 1995 - October 1, 1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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".
HW
HARBOUR WEALTH MANAGEMENT GROUP, INC.
HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD#: 314496 / SEC#: 801-121292
RIA
Registered Investment Advisory firm - (5/24/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/19/2024)
RR
Louisiana(1/29/2025)
RR
New Jersey(7/20/2022)
IAR
South Carolina(6/9/2021)
RR
South Carolina(10/15/2021)
IAR
Texas(9/21/2021)
RR
Texas(9/24/2024)
RR
Wisconsin(11/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HW
HARBOUR WEALTH MANAGEMENT GROUP, INC.
HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD#: 314496 / SEC#: 801-121292
RIA
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Contact information
Main Address
126 Seven Farms Drive Ste 150, Daniel Island, SC 29492
Mailing Address
Phone number
(843) 377-8448
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 473 |
| AUM (Assets Under Management) | $ 191,288,183 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
