Matthew Abar (CRD# 7504626) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Coral Gables, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Florida Financial Advisors | Miami, FL | Feb 2022 - Current | 2 |
| Unemployed | Grosse Pointe Park, MI | May 2021 - Jan 2022 | < 1 |
| Georgetown University | Washington, Dc, DC | Aug 2020 - May 2021 | < 1 |
| Doordash | Detroit, MI | May 2020 - Jul 2020 | < 1 |
| University Of Sydney - Online | Grosse Pointe Park, MI | Mar 2020 - May 2020 | < 1 |
| University Of Sydney - Study Abroad | Sydney, | Jan 2020 - Mar 2020 | < 1 |
| Georgetown University | Washington Dc, DC | Sep 2019 - Jan 2020 | < 1 |
| Vector Marketing | Detroit, MI | Jul 2019 - Aug 2019 | < 1 |
| Georgetown University | Washington, Dc, DC | Aug 2017 - Jul 2019 | 1 |
| Unemployed | Grosse Pointe, MI | May 2017 - Aug 2017 | < 1 |
| Grosse Pointe South | Grosse Pointe, MI | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- FL
-
Total Assets Under Management199MILLIONS
-
Total Number of Accounts1,371ACCOUNTS
-
Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.