Matthew S. Hausman

OLD SECURITY GROUP

WEST CHESTER, PA 19380

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CRD#: 6048512

Professional summary

Matthew S Hausman, who also goes by Matt Hausman, is a registered financial advisor currently at OLD SECURITY GROUP located in West Chester, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Hausman

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.

OLD SECURITY TRUST CORP; INVESTMENT RELATED; 40 COLONIAL CIRCLE THORTON, PA; INSURANCE; PRESIDENT; 180 HOURS A MONTH/160 DURING MARKET HOURS - INSURANCE SALES AND SERVICES. OSG Tax Pros, Inc.; non-investment related; West Chester, PA; tax planning and preparation; President; 20% of time. Hausmanbeck Holdings, Inc.; Owner; West Chester, PA; 1% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew S Hausman's 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

April 27, 2012 - Present

OLD SECURITY GROUP

Office #1: 1475 Phoenixville Pike Suite 103, West Chester, PA 19380

RIA

CRD#: 163125

WEST CHESTER, PA

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

Delaware
(4/29/2014)

IAR

Maryland
(7/20/2016)

IAR

Pennsylvania
(4/27/2012)

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: 12/22/2011

Uniform Investment Adviser Law Examination

Current Firm

OLD SECURITY GROUP

OLD SECURITY ADVISORS, INC | OLD SECURITY GROUP

CRD#: 163125 / SEC#:

Delaware

Registered Investment Advisory firm - (4/28/2014 Approved)

Maryland

Registered Investment Advisory firm - (7/20/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/27/2012 Approved)

Texas

Registered Investment Advisory firm - (10/10/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1475 Phoenixville Pike Suite 103, West Chester, PA 19380

Mailing Address

Phone number

(610) 719-3003

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 31,123,997

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 S. Hausman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew S Hausman's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLD SECURITY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2011

Current Firm

OLD SECURITY GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OLD SECURITY GROUP

TRUST BUT VERIFY

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