Matthew Bernard Haushalter

Employer firm

American Harbour Wealth Management, LLC CRD 322018

$94.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 03/2020
  Proequities Inc
  Orlando, FL
• 10/2013 → 03/2020
  American Harbour Wealth Management
  Orlando, FL
• 01/2014 → 12/2022
  Bishop Moore High School Lacrosse Coach
  Orlando, FL
• 03/2022 → 02/2023
  Delta Capital Management
  Maitland, FL
• 03/2020 → 03/2022
  Delta Securities Company, Llc
  Maitland, FL
• 12/2022 → Present
  American Harbour Wealth Management, Llc
  Orlando, FL
• 12/2022 → Present
  American Harbour Wealth Management, Llc
  Orlando, FL

Previous Registrations

• 2022-12-16 → 2023-02-09
  Delta Capital Management, Llc
  Maitland, FL
• 2013-10-22 → 2020-03-20
  Concourse Financial Group Securities, Inc.
  Orlando, FL
  Orlando, FL
• 2011-10-07 → 2013-10-23
  Waddell & Reed
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-07
• S63 Uniform Securities Agent State Law Examination
  2011-10-15

Other Names

• Matthew B Harshalter
• Matthew B Haushalter
• Matthew Haushalter