MatthewHaraburda- Financial Advisor Berwyn, PA

Home > Financial Advisor Directory > pennsylvania > berwyn

About Matthew Haraburda

Matt is a Chartered Financial Analyst (CFA^®) charter holder and Certified Financial Planner (CFP^®). Matt spent the beginning of his career as the co-head of HY trading at Morgan Stanley Wealth Management and before joining Bernardo Wealth Planning was the head of equity capital markets at Fortress Investment Group.

After spending nearly a decade as an institutional trader Matt move into financial planning where he enjoys working with and getting to know clients. Matt currently serves as the Chief Investment Officer and financial advisor at Bernardo Wealth Planning. Matt grew up in the Philadelphia area and he and his wife, Becca, reside in Berwyn, PA.

See Disclosures

General Information

Firm Start Year

2016

No. of Employees

20-49

CRD#

6078579

Firm CRD#

288705

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Matt started his career in 2013 on the wealth management sales and trading desk at Morgan Stanley with a focus on HY debt. He would work with financial advisors to review client portfolios and make recommendations within the fixed income portion of their portfolio. Matt worked as the head trader at Radcliffe, a local hedge fund in Philadelphia, and acted as head of equity capital markets for Fortress Investment Group in New York City.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Securities Licenses

Series 7, Series 63, Series 55, Series 52

Firm Information

Assets Managed by Firm

$625,000,000

Assets Managed by Advisor

$160,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Varies

Education

B. A. - Double Major in Mathematics & Economics -

College of the Holy Cross
8/2009 -05/2013

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892257/paladinregistry-Bernardo-Wealth-Planning-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Matthew Haraburda

Bernardo Wealth Planning