Matthew T. Hart
Professional summary
Matthew T Hart is a registered financial advisor currently at VERDE CAPITAL MANAGEMENT, INC. located in Clarkston, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew T Hart's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2022 - Present
VERDE CAPITAL MANAGEMENT, INC.
Office #1: 8031 Ortonville Road Suite 210, Clarkston, MI 48348December 2, 2021 - June 16, 2022
CG ADVISORY SERVICES
July 13, 2021 - June 10, 2022
GENEOS WEALTH MANAGEMENT, INC.
Primary Firm SEC Registration
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/22/2022)
Exams
Series 7TO
Date: 7/13/2021
General Securities Representative ExaminationCurrent Firm
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,768 |
| AUM (Assets Under Management) | $ 605,723,431 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 01/25/2024 |
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.
