Matthew O. Harbert
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew O Harbert's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 8, 2020 - Present
INSTRUMENTAL WEALTH, LLC
Office #1: 1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609September 10, 2015 - October 23, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
July 7, 2015 - October 23, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
April 2, 1998 - March 27, 2000
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
INSTRUMENTAL WEALTH, LLC
CRD#: 310788 / SEC#: 801-119577
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/15/2020)
(10/8/2020)
Exams
Current Firm
INSTRUMENTAL WEALTH, LLC
CRD#: 310788 / SEC#: 801-119577
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,930 |
| AUM (Assets Under Management) | $ 397,079,061 |
Red Flags
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Company Information
INSTRUMENTAL WEALTH, LLC
CRD#: 310788Tampa, FL 33609TRUST BUT VERIFY
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