Mathew
Lepak
Flaharty Asset Management, LLC
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About this Advisor
Mathew Lepak is a financial advisor who works out of Punta Gorda, Florida who has 3 years of relevant experience. Lepak works at Flaharty Asset Management, LLC. Over the course of their career, Lepak has held roles at Charles Schwab & Co., Inc, My Friend In Finance, Lpl Financial, LLC, Private Advisor Group, LLC, Flaharty Asset Management, LLC, Keller Williams Classic Group, Doyle Wealth Management, Inc, Gulf Coast Bamboo and National Investment Services. Lepak has Series 66, Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida. Flaharty Asset Management, LLC is a financial advisory business headquartered in Clearwater, FL. The firm has a total of 11 advisors. It has $683 million in total assets between its 1,944 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 1,944 client accounts, 44% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually depend on the type of financial services. However, fees billed by Flaharty Asset Management, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flaharty Asset Management, LLC Brokerage Details
$682,629,834
11
1,944
$351,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mathew Lepak Work History
Mathew has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
Flaharty Asset Management, LLC
Private Advisor Group, LLC
Keller Williams Classic Group
My Friend In Finance
Doyle Wealth Management, Inc
National Investment Services
Charles Schwab & Co., Inc
Gulf Coast Bamboo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mathew Lepak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Flaharty Asset Management, LLC
Clearwater, FL
Punta Gorda, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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