Matthew H. Haraburda
Professional summary
Matthew Harrell 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Harrell Haraburda's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 21, 2023 - Present
WELLFULL
Office #1: 272 Ruth Road, Harleysville, PA 19438September 8, 2016 - June 13, 2017
MORGAN STANLEY & CO. LLC
July 29, 2013 - June 13, 2017
MORGAN STANLEY
Primary Firm SEC Registration
WELLFULL
CRD#: 288705 / SEC#: 801-110661
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/21/2023)
Exams
Series 55
Date: 6/27/2014
Limited Representative-Equity Trader ExamCurrent Firm
WELLFULL
CRD#: 288705 / SEC#: 801-110661
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,370 |
| AUM (Assets Under Management) | $ 755,902,348 |
Red Flags
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