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Matthew Paul Harter

Vanguard Advisers, Inc.

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About Matthew Paul Harter

Matthew Harter is an investment advisor representative at Vanguard Advisers, Inc. Matthew has been in the industry for over 3 years and is registered in Pennsylvania, Texas, and Virginia. Matthew holds Series 63, 65, 7TO and SIE licenses. Matthew previously worked at LPL FINANCIAL LLC. Matthew has experience with portfolio management for individuals, businesses, and pooled investment vehicles. Matthew also provides financial planning services and assists clients with selecting other advisors.

Firm Information

Matthew Harter is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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 Harter’s Registration & Firm History

PA

02/28/2023 - Present

Vanguard Advisers, Inc. (Malvern PA)

VA

10/16/2020 - 01/11/2023

LPL FINANCIAL LLC (RESTON VA)

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Licenses & Designations

IA

Issued 03/11/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Paul Harter.
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