MS
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Matthew Schreiber

17 Years of Experience
Red Bank, NJ

Matthew Schreiber is a registered investment advisor at Hartshorne Group, LLC, based in Red Bank, NJ, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Consulting and introducing advisor fees retained by CyborgWealth typically range from 0.25% to 1.00% of assets under management. Third-party managers charge separate fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ, 07701

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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 Activities

Matthew is the President/Chief Investment Strategist at WBI Investments, dedicating full-time hours to this role. He also serves as a Trustee for Absolute Shares Trust, spending minimal time per month. Matthew is affiliated with Hartshorne Group and Millington Securities.

Employment History
Current Registrations
Hartshorne Group, LLC
June 2019 - Present · 7 yrs 4 mos
Wbi Investments, LLC
November 2008 - Present · 17 yrs 11 mos
Previous Registrations
Millington Securities, INC.Broker
January 2020 - December 2021 · 1 yr 11 mos
Foreside Fund Services, LLCBroker
April 2018 - December 2019 · 1 yr 8 mos
Millington Securities, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Quasar Distributors, LLCBroker
November 2011 - December 2014 · 3 yrs 1 mo
State Registrations2 states
AZNJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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