Matthew J. Szabad

NOBLE FAMILY WEALTH

CLEARWATER, FL 33763

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CRD#: 5198376

Professional summary

Matthew Jason Szabad, CFP®, who also goes by Matthew Szabad, Matthew Jason Szabad, is a registered financial advisor currently at NOBLE FAMILY WEALTH located in Clearwater, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Matthew Szabad | Matthew Jason Szabad

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 Jason Szabad'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®

CFP^®

Certified Financial Planner

Experience

Current

August 30, 2022 - Present

NOBLE FAMILY WEALTH

Office #1: 2475 Enterprise Road, Clearwater, FL 33763

RIA

CRD#: 315152

CLEARWATER, FL

Past

December 20, 2018 - September 20, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

December 19, 2018 - September 20, 2022

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

January 8, 2018 - December 17, 2018

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

July 15, 2016 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

July 5, 2016 - December 17, 2018

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

December 11, 2014 - June 13, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HANOVER, MD

Past

December 8, 2014 - June 13, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HANOVER, MD

Past

December 9, 2013 - October 31, 2014

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

HANOVER, MD

Past

December 9, 2013 - October 31, 2014

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

HANOVER, MD

Past

February 7, 2012 - December 31, 2013

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

LUTHERVILLE, MD

Past

February 1, 2012 - December 31, 2013

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

LUTHERVILLE, MD

Past

May 12, 2008 - March 30, 2010

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BALTIMORE, MD

Past

August 14, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

BALTIMORE, MD

Past

August 14, 2006 - March 30, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

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".

NOBLE FAMILY WEALTH

NOBLE FAMILY WEALTH | NOBLE FAMILY WEALTH, LLC

CRD#: 315152 / SEC#: 801-121626

RIA

Registered Investment Advisory firm - (6/25/2021 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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/7/2022)

IAR

Texas
(8/30/2022)

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

State Security Law Exam

IAR

Series 65

Date: 5/5/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/12/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NOBLE FAMILY WEALTH

NOBLE FAMILY WEALTH | NOBLE FAMILY WEALTH, LLC

CRD#: 315152 / SEC#: 801-121626

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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Contact information

Main Address

2475 Enterprise Rd., Clearwater, FL 33763

Mailing Address

Phone number

(727) 674-1462

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NOBLE FAMILY WEALTH BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	426
AUM (Assets Under Management)	$ 400,587,021

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/16/2025	Cover Page	Report
01/03/2023	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.

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Advisor Monitoring

Firm Stability Insights

Matthew J. Szabad

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jason Szabad's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NOBLE FAMILY WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2008

Series 63

Date: 10/17/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/7/2008

Series 6

Date: 8/12/2006

Current Firm

NOBLE FAMILY WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NOBLE FAMILY WEALTH

TRUST BUT VERIFY

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