Matthew
Pardieck

Harbour Wealth Management Group, Inc

CRD#2625967
Investment Advisor
in Charleston, SC

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About this Advisor

Matthew Pardieck is a financial advisor based in Charleston, South Carolina, working with Harbour Wealth Management Group, Inc. Matthew has previously held positions at Raymond James & Associates, Harbour Wealth Management Group, Inc, and M Holdings Securities, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Matthew is part of Harbour Wealth Management Group, Inc, which operates out of Charleston, South Carolina. The firm has 4 employees and manages assets totaling $174.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Harbour Wealth Management Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

126 Seven Farms Drive Ste 150
Charleston, SC 29492

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Harbour Wealth Management Group, Inc Brokerage Details

Total Assets Under Management

$174,104,918

SC Average: $646,059,043
Total Number of Employees

4

SC Average: 13
Total Number of Accounts

481

SC Average: 661
Average Account Size

$361,964

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Pardieck Work History

2021 - Present (3 years)

Harbour Wealth Management Group, Inc

2021 - Present (3 years)

M Holdings Securities, Inc

2012 - 2021 (9 years)

Raymond James & Associates

Disclosures

Please visit the SEC profile of Matthew Pardieck 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 Harbour Wealth Management Group, Inc

Martha Clark
Charleston, SC
Christopher Corley
Charleston, SC
Matthew Pardieck
Charleston, SC
Ansley Mellette
Charleston, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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