MP
CFP · ChFC
MP
CFP · ChFC

Matthew David Pardieck

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is an author, board member for a musical non-profit, a registered representative selling insurance and variable annuities, and a managing principal for Harbour Wealth Management Group. He also manages real estate and hosts a podcast, dedicating full-time hours to Harbour Wealth Management Group.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
October 2021 - Present · 4 yrs 4 mos
Harbour Wealth Management Group, INC.
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
February 2012 - August 2021 · 9 yrs 6 mos
Raymond James & Associates, INC.Broker
February 2012 - August 2021 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2005 - February 2012 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - February 2012 · 6 yrs 11 mos
Palmer & Cay Securities CorporationBroker
June 2002 - March 2005 · 2 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
April 2001 - June 2002 · 1 yr 2 mos
Northwestern Mutual Investment Services, INC.Broker
July 1995 - October 1997 · 2 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
July 1995 - October 1997 · 2 yrs 3 mos
State Registrations6 states
FLLANJSCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.