Gregory Hart, CFP
CRD Number: 2178458Current Firm: Haddon Wealth Management, LLC
Compensation Model: Fee Only
Gregory Hart (CRD# 2178458) is an Investment Advisor Representative working at Haddon Wealth Management, LLC in Haddonfield, NJ and has over 25 years of experience in the finance industry. Gregory Hart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Haddon Wealth Management, LLC | Haddonfield, NJ | May 2015 - Current | 8 |
| Pnc Wealth Management | Moorestown, NJ | Jul 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
- NJ
- PA
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$367,139
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NJ, PA
Haddon Wealth Management, LLC is a registered investment advisor. Please visit our website www.haddonwealthmgt.com for additional disclosures regarding our business practices.
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