Matthew B. Haushalter
Professional summary
Matthew Bernard Haushalter, who also goes by Matthew B Harshalter, Matthew B Haushalter, Matthew Haushalter, is a registered financial advisor currently at AMERICAN HARBOUR WEALTH MANAGEMENT, LLC located in Orlando, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Bernard Haushalter's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 17, 2023 - Present
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
Office #1: 7009 Dr Phillips Blvd Suite 260, Orlando, FL 32819December 16, 2022 - February 9, 2023
DELTA CAPITAL MANAGEMENT, LLC
March 12, 2020 - March 18, 2022
DELTA SECURITIES COMPANY, LLC
October 22, 2013 - March 20, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
October 21, 2013 - March 20, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
October 7, 2011 - October 23, 2013
WADDELL & REED
May 3, 2011 - October 23, 2013
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/17/2023)
Exams
Current Firm
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
CRD#: 322018 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 322 |
| AUM (Assets Under Management) | $ 73,055,000 |
Red Flags
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