Matthew Harris
Investment adviser representative at Mission Wealth Management, LP
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm assets
Are you Matthew Harris? Claim your profile
Contact this firm
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
13 years in the industry.
- Mission Wealth Management, LPSep 2025 to now
- Mai Capital Management, LLCJan 2024 to Sep 2025
- Marcum Wealth, LLCApr 2021 to Jan 2024
- Marcum Financial Services, LLCOct 2020 to Apr 2021
- Raymond James Financial Services Advisors, IncOct 2020 to Apr 2021
- Raymond James Financial Services, IncOct 2020 to Apr 2021
- Cadaret, Grant & Co., Inc.Jul 2018 to Oct 2020
- Neulion Inc.Mar 2018 to Jun 2018
- Simon Elliot EventsMar 2018 to May 2018
- Charles Schwab & Co., Inc.Feb 2017 to Feb 2018
- Charles Schwab BankFeb 2017 to Feb 2018
- UnemployedJan 2017 to Feb 2017
- Ameriprise Financial Services,inc..Dec 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 5816898
- Firm CRD
- 113057