Matthew David Pardieck
Investment adviser representative at Harbour Wealth Management Group, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$266.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- M Holdings Securities, IncOct 2021 to now
- Harbour Wealth Management Group, Inc.Jun 2021 to now
- Raymond James & AssociatesFeb 2012 to Jul 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Harbour Wealth Management Group, Inc.
$266.2MAssets managed
137Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2625967
- Firm CRD
- 314496