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Matthew Joseph Haddad

Dakota Wealth, LLC

Davidson, NC

Palm Beach Gardens, FL

CRD 6904175

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Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

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

Current Employers
Dakota Wealth, Llc

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-07-19
  • NC RA
    APPROVED
    Since 2020-07-19

Branch Locations

Davidson, NC • United States

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmgi Kirkland WA 01/2007 05/2017
Unemployed Seattle WA 06/2017 12/2017
Willingdon Wealth Management, Llc Huntersville NC 01/2018 06/2020
Dakota Wealth, Llc Davidson NC 07/2020 Present
  • 01/2007 → 05/2017
    Bmgi
    Kirkland, WA
  • 06/2017 → 12/2017
    Unemployed
    Seattle, WA
  • 01/2018 → 06/2020
    Willingdon Wealth Management, Llc
    Huntersville, NC
  • 07/2020 → Present
    Dakota Wealth, Llc
    Davidson, NC
Previous Registrations
  • 2018-06-04 → 2020-05-27
    Willingdon Wealth Management Llc
    Huntersville, NC
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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