Mathew Lepak (CRD# 2606121) is an Investment Advisor Representative working at Flaharty Asset Management, LLC in Punta Gorda, FL and has over 11 years of experience in the finance industry.
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1433847
Ace Wealth Management LLC
CRD# 5199268
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flaharty Asset Management, LLC | Punta Gorda, FL | Nov 2020 - Current | 3 |
| Lpl Financial, LLC | Punta Gorda, FL | Jul 2020 - Current | 3 |
| Private Advisor Group, LLC | Punta Gorda, FL | Aug 2020 - Nov 2020 | < 1 |
| My Friend In Finance | Nokomis, FL | Nov 2016 - Jul 2020 | 3 |
| Keller Williams Classic Group | Sarasota, FL | Jun 2017 - Jun 2020 | 3 |
| Doyle Wealth Management, Inc. | St. Petersburg, FL | Feb 2016 - Nov 2016 | < 1 |
| Unemployed | Sarasota, FL | Jan 2016 - Feb 2016 | < 1 |
| Gulf Coast Bamboo | Nokomis, FL | Sep 2011 - Dec 2015 | 4 |
| National Investment Services | Sarasota, FL | Mar 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
| S63 | Uniform Securities State Law Examination | Aug 2020 |
- FL
-
Total Assets Under Management761MILLIONS
-
Total Number of Accounts2,006ACCOUNTS
-
Average Account Value$379,442
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, MD, MI, NC, NY, OH, PA, RI, SC, TN, TX, VA
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