MH
MH

Matthew Hackler

7 Years of Experience
Mount Dora, FL
Broker

Matthew Hackler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Dora, FL, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2025 W. Old US Highway 441, Mount Dora, FL, 32757

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Matthew is the Vice President and Treasurer of the Advent Health Waterman Foundation, reporting on finances to the board, and a board member and chair of the Finance Committee for the Florida Hospital Waterman Foundation. He also dedicates about half of his time as the owner of Sterling Financial Group, working as a financial advisor and providing investment management.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2018 - Present · 8 yrs 3 mos
State Registrations33 states
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AdvisorBrokerBoth

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.