Matthew O Harbert
CFAProfessional 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Harbert, Matthew Olds Harbert
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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 on record.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
INSTRUMENTAL WEALTH, LLC | TARIT ADVISORS, LLC
Contact Information
Main Address
1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609Phone Number
(813) 578-7001# of Employees
12SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,128AUM (Assets Under Management)
$507,996,008Similar 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.
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Primary Firm SEC Registration
INSTRUMENTAL WEALTH, LLC | TARIT ADVISORS, LLC
State Registrations and Notice Filings
(10/15/2020)
(10/8/2020)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew O Harbert's CRS (Customer Relationship Summary).
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