Matthew David Haas
Investment adviser representative at Sowell Management
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
Are you Matthew David Haas? 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
Experience
11 years in the industry.
- Sowell ManagementOct 2024 to now
- Brs Financial LLCJan 2018 to Oct 2024
- Haas Financial Solutions, LLCMar 2015 to Feb 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AR).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 6900033
- Firm CRD
- 127145