Matthew B. Haefner

MONOGRAPH WEALTH ADVISORS

MANHATTAN BEACH, CA 90266

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CRD#: 5808314

Professional summary

Matthew Brendan Haefner, CFP®, who also goes by Matthew B Haefner, is a registered financial advisor currently at MONOGRAPH WEALTH ADVISORS, LLC located in Manhattan Beach, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew B Haefner

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 Brendan Haefner'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

Start date: 2016

Experience

Current

January 19, 2017 - Present

MONOGRAPH WEALTH ADVISORS, LLC

Office #1: 1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266

RIA

CRD#: 173949

MANHATTAN BEACH, CA

Past

November 10, 2014 - December 16, 2015

SYNDICATED CAPITAL, INC.

CRD#: 29037

DIAMOND BAR, CA

Past

November 14, 2012 - December 1, 2016

OAKWOOD CAPITAL MANAGEMENT LLC

RIA

CRD#: 108080

LOS ANGELES, CA

Past

September 6, 2011 - November 20, 2012

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

LOS ANGELES, CA

Past

August 23, 2011 - November 20, 2012

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

LOS ANGELES, CA

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".

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH | MONOGRAPH WEALTH ADVISORS, LLC

CRD#: 173949 / SEC#: 801-80679

RIA

Registered Investment Advisory firm - (1/2/2015 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

California
(1/19/2017)

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 66

Date: 9/2/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/16/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2011

General Securities Representative Examination

Current Firm

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH | MONOGRAPH WEALTH ADVISORS, LLC

CRD#: 173949 / SEC#: 801-80679

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266

Mailing Address

Phone number

(310) 496-7377

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONOGRAPH WEALTH ADVISORS - FORM ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,059
AUM (Assets Under Management)	$ 2,578,025,744

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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Matthew B. Haefner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brendan Haefner's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNDICATED CAPITAL, INC.

OAKWOOD CAPITAL MANAGEMENT LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

MONOGRAPH WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2011

SIE

Date: 12/16/2015

Series 7

Date: 8/22/2011

Current Firm

MONOGRAPH WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONOGRAPH WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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