Matthew Paul Harter
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
3 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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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
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Feb 2023 to now
- The Vanguard Group, Inc.Feb 2023 to now
- Vanguard Marketing CorporationFeb 2023 to now
- LPL Financial, LLCJul 2020 to Dec 2022
- Private Advisor GroupJun 2020 to Dec 2022
- Global Advisor GroupJun 2020 to Jul 2020
- UnemployedMay 2020 to Jun 2020
- Radnor Financial AdvisorsMay 2019 to Aug 2019
- Backyard Beans Coffee CompanyMay 2018 to Aug 2018
- Backyard Beans Coffee CompanyMay 2017 to Aug 2017
- Penn StateAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, VA).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 7254225
- Firm CRD
- 106715