Matthew
Szabad
Noble Family Wealth
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About this Advisor
Matthew Szabad is a financial advisor based in Clearwater, Florida, working with Noble Family Wealth. Matthew has previously held positions at Cuso Financial Services, Lp, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Usaa Financial Planning Services, Usaa Financial Advisors, Inc, Uber, Usaa Investment Management Company, Raymond James & Associates, Inc, and Noble Family Wealth. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Matthew is part of Noble Family Wealth, which operates out of Clearwater, Florida. The firm has 4 employees and manages assets totaling $362.6 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Noble Family Wealth includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Noble Family Wealth Brokerage Details
$362,627,821
4
392
$925,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Szabad Work History
Noble Family Wealth
Usaa Investment Management Company
Raymond James & Associates, Inc
Uber
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Cuso Financial Services, Lp
Disclosures
Please visit the SEC profile of Matthew Szabad 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 Noble Family Wealth
Clearwater, FL
Clearwater, FL
Clearwater, FL
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