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MF

Matthew D. Favreau

NEW REPUBLIC PARTNERS
CHARLOTTE, NC 28202
Some features on this profile are disabled
CRD#: 4396725
MF

Professional summary

Matthew David Favreau is a registered financial advisor currently at NEW REPUBLIC PARTNERS located in Charlotte, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 David Favreau'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 15, 2021 - Present

NEW REPUBLIC PARTNERS

Office #1: 521 East Morehead Street Suite 100, Charlotte, NC 28202
RIA
CRD#: 310907
CHARLOTTE, NC
Past

May 4, 2005 - February 8, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC
Past

February 16, 2005 - February 8, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLOTTE, NC
Past

April 16, 2003 - June 11, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ATLANTA, GA
Past

October 10, 2002 - June 11, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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".
NR
NEW REPUBLIC PARTNERS
HABER INVESTMENT COUNSEL | NEW REPUBLIC PARTNERS | NEW REPUBLIC CAPITAL, LLC

CRD#: 310907 / SEC#: 801-119745

RIA
Registered Investment Advisory firm - (11/6/2020 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
Michigan
(12/3/2021)
IAR
North Carolina
(2/15/2021)
IAR
South Carolina
(5/26/2022)
IAR
Texas
(7/27/2022)
IAR
Virginia
(1/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/8/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/26/2002
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: 10/9/2002
General Securities Representative Examination

Current Firm

NR
NEW REPUBLIC PARTNERS
HABER INVESTMENT COUNSEL | NEW REPUBLIC PARTNERS | NEW REPUBLIC CAPITAL, LLC

CRD#: 310907 / SEC#: 801-119745

RIA
Registered Investment Advisory firm - (11/6/2020 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
521 East Morehead Street Suite 100, Charlotte, NC 28202
Mailing Address
Phone number
(704) 626-1526
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (9 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

NRP 2025 ADV 2A_10.24.2025_FINAL (10/24/2025)

Regulatory assets under management

Total Number of Accounts101
AUM (Assets Under Management)$ 2,506,624,237

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/17/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/02/2023
Cover Page
Report

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

NEW REPUBLIC PARTNERS

CRD#: 310907Charlotte, NC 28202

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