Matthew Jason Szabad
Investment adviser representative at Noble Family Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$527.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Noble Family WealthAug 2022 to now
- Raymond James & Associates, IncDec 2018 to Aug 2022
- USAA Investment Management CompanyJan 2018 to Dec 2018
- UberOct 2017 to Dec 2018
- USAA Financial Advisors, Inc.Jun 2016 to Dec 2018
- USAA Financial Planning ServicesJun 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Noble Family Wealth
Legal name: Noble Family Wealth, LLC
$527.5MAssets managed
124Clients
6Advisers
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
- 5198376
- Firm CRD
- 315152