Matthew Haraburda
Professional Summary
Matthew Haraburda, who also goes by Matthew Harrell Haraburda, is a registered financial advisor currently at WELLFULL located in Harleysville, Pennsylvania. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 3 firms and has passed the Series 63, SIE, Series 55, Series 52 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Harrell Haraburda
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
BERNARDO WEALTH PLANNING, LLC | WELLFULL | CAPITAL WEALTH INVESTMENTS
Contact Information
Main Address
272 Ruth Road, Harleysville, PA 19438Phone Number
(267) 500-1080# of Employees
14SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,194AUM (Assets Under Management)
$866,351,060Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BERNARDO WEALTH PLANNING, LLC | WELLFULL | CAPITAL WEALTH INVESTMENTS
State Registrations and Notice Filings
(5/21/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jun 2014Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Haraburda's CRS (Customer Relationship Summary).
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