Matthew Joseph Haddad
Investment adviser representative at Dakota Wealth, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$6.9BFirm 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 assetsFixed 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
19 years in the industry.
- Dakota Wealth, LLCJul 2020 to now
- Willingdon Wealth Management, LLCJan 2018 to Jun 2020
- UnemployedJun 2017 to Dec 2017
- BmgiJan 2007 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 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
- 6904175
- Firm CRD
- 297987