Haven Private

Haven Private (CRD# 141006) is a financial advisory firm headquartered in Orlando, FL. They manage $250,000,000 in 600 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $416,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, OH, TX

Financial Advisors at Haven Private
Showing 1 - 6 of 6 top financial advisors.
1
Marc R. Angle
CRD#: 5713710
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814

Marc Angle (CRD# 5713710) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 14 years of experience in the finance industry.

2
Paul J. Hershiser
CRD#: 2311230
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814

Paul Hershiser (CRD# 2311230) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 31 years of experience in the finance industry.

3
Peter H. Mataras
CRD#: 4224066
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814

Peter Mataras (CRD# 4224066) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 20 years of experience in the finance industry.

4
Syed Rizvi
CRD#: 4790942
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814

Syed Rizvi (CRD# 4790942) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 18 years of experience in the finance industry.

5
Stacey L. Cole
CRD#: 7223460
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814

Stacey Cole (CRD# 7223460) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 3 years of experience in the finance industry.

6
Johnny M. Gibson
CRD#: 4054687
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814

Johnny Gibson (CRD# 4054687) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 3 years of experience in the finance industry.

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