Matthew Sterling Hackler

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2012 → 04/2018
  First National Bank Of Mt. Dora
  Mt. Dora, FL
• 04/2018 → Present
  Raymond James Financial Services, Inc
  Mt. Dora, FL
• 04/2018 → 12/2022
  Collier Financial Solutions
  Mount Dora, FL
• 08/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Mount Dora, FL
• 06/2016 → 06/2019
  Epiphany Anglican Church
  Eustis, FL
• 01/2021 → Present
  Steling Financial Group
  Mount Dora, FL
• 01/2023 → 01/2024
  Collier & Hackler Financial
  Mount Dora, FL

Other Businesses

(1)Name of Business: Address: 1000 Waterman Way, Tavares, FL, 32778, United States Activity Type: Non profit Position/Title: Officer - Vice President, Officer - Treasurer Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Report on Finances to Foundation board. Activities as Vice Chair/Vice President include running board meetings in absence of Chair/President (2)Name of Business: Florida Hospital Waterman Foundation - Finance Committee Address: 1000 Waterman Way, Tavares, FL, 32778, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board Investment Related: Yes Start Date: 11/13/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be serving as a board member for the Florida Hospital Waterman Foundation's Finance Committee. I will be assisting in continuing to monitor assets and budgets. I chair the board, meaning I run the meetings. I have no signing authority and the Foundation understands this is a stipulation of my acceptance as chair. (3)Name of Business: Sterling Financial Group Address: 2025 W Old US Highway 441, Mount Dora, FL, 32757, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor, investment management (4) Name of Business: Edgewater Family Wealth Mount Dora Address: 2025 W Old US Highway 441, Mount Dora, FL, 32757-3626, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor/Relationship Manager

Exams

• S66 Uniform Combined State Law Examination
  2018-08-10