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MH

Matthew O. Harbert

INSTRUMENTAL WEALTH
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 3005758
MH

Professional summary

Matthew O Harbert, CFA, who also goes by Matt Harbert, Matthew Olds Harbert, is a registered financial advisor currently at INSTRUMENTAL WEALTH, LLC located in Tampa, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Harbert | Matthew Olds Harbert

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.
COMMITTEE MEMBER, THE STATE COLLEGE OF FLORIDA FOUNDATION, 7131 PROFESSIONAL PKWY E, LAKEWOOD RANCH, , FLORIDA, 34240, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 07/29/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NO RESPONSIBILITIES AWAY FROM THE MEETING ITSELF. I HAVE BEEN ASKED TO BE A PART OF THE MEETINGS AND BE ABLE TO PROVIDE INSIGHT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew O Harbert'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®
CFA

Chartered Financial Analyst

Experience

Current

October 8, 2020 - Present

INSTRUMENTAL WEALTH, LLC

Office #1: 1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609
RIA
CRD#: 310788
Tampa, FL
Past

September 10, 2015 - October 23, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
TAMPA, FL
Past

July 7, 2015 - October 23, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
TAMPA, FL
Past

April 2, 1998 - March 27, 2000

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

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".
IW
INSTRUMENTAL WEALTH, LLC
INSTRUMENTAL WEALTH, LLC | TARIT ADVISORS, LLC

CRD#: 310788 / SEC#: 801-119577

RIA
Registered Investment Advisory firm - (10/2/2020 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
Florida
(10/15/2020)
IAR
Texas
(10/8/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/1/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IW
INSTRUMENTAL WEALTH, LLC
INSTRUMENTAL WEALTH, LLC | TARIT ADVISORS, LLC

CRD#: 310788 / SEC#: 801-119577

RIA
Registered Investment Advisory firm - (10/2/2020 Approved)
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Contact information

Main Address
1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609
Mailing Address
Phone number
(813) 578-7001
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (12 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 FOR INSTRUMENTAL WEALTH, LLC (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,930
AUM (Assets Under Management)$ 397,079,061

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

INSTRUMENTAL WEALTH, LLC

CRD#: 310788Tampa, FL 33609

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