Matthew Haraburda (CRD# 6078579) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bernardo Wealth Planning | Harleysville, PA | May 2023 - Current | 1 |
Fortress Investment Group | New York, NY | May 2021 - Apr 2023 | 1 |
Radcliffe Group | Bala Cynwyd, PA | Jun 2017 - May 2021 | 3 |
Morgan Stanley | New York, NY | Sep 2016 - Jun 2017 | < 1 |
Morgan Stanley & Company LLC | New York, NY | Sep 2016 - Jun 2017 | < 1 |
Morgan Stanley Smith Barney LLC | Purchase, NY | Jun 2013 - Sep 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2013 |
- PA
-
Total Assets Under Management610MILLIONS
-
Total Number of Accounts1,858ACCOUNTS
-
Average Account Value$328,213
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NJ, NY, PA, TX
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