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Matthew Bernard Haushalter

American Harbour Wealth Management, LLC

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About Matthew Bernard Haushalter

Matthew Haushalter is an investment advisor representative with American Harbour Wealth Management, LLC in Orlando, Florida. Matthew has been in the financial services industry since 2011, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Matthew holds Series 7, Series 63, and Series 65 licenses. Matthew specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

Firm Information

Matthew Haushalter is currently registered with American Harbour Wealth Management, LLC. American Harbour Wealth Management, LLC is a registered investment advisor with 3 licensed agents, 3 investment adviser representatives, and 2 registered representatives. The firm manages approximately $60,303,000 in assets for 90 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They offer financial planning, pension consulting, and portfolio management services for individuals and businesses.

$60.30M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Haushalter’s Registration & Firm History

FL

03/17/2023 - Present

American Harbour Wealth Management, LLC (ORLANDO FL)

FL

03/12/2020 - 03/18/2022

DELTA SECURITIES COMPANY, LLC (MAITLAND FL)

FL

10/21/2013 - 03/20/2020

PROEQUITIES, INC. (ORLANDO FL)

FL

05/03/2011 - 10/23/2013

WADDELL & REED, INC. (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 07/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew Bernard Haushalter. Review regulatory record here.
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