Unclaimed Profile

Matthew Brendan Haefner

MONOGRAPH WEALTH ADVISORS, LLC·MANHATTAN BEACH, California

SIE, Series 7, Series 66CFPClean record14 years registeredMONOGRAPH WEALTH ADVISORS, LLC

1230 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266CRD# 5808314Firm CRD# 173949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Brendan Haefner · MANHATTAN BEACH, CA

Registration

CRD #5808314 · MONOGRAPH WEALTH ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

MONOGRAPH WEALTH ADVISORS, LLC

Jan 2017 – present

OAKWOOD CAPITAL MANAGEMENT LLC

Nov 2012 – Dec 2016

LOS ANGELES, CA

CREDIT SUISSE SECURITIES (USA) LLC

Sep 2011 – Nov 2012

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 6, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONOGRAPH WEALTH ADVISORS, LLC

CRD 173949 · SEC 801-80679

AUM

$2.2B

Regulatory assets under management

Employees

954 client accounts

Services offered by MONOGRAPH WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONOGRAPH WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Brendan Haefner offer?

Matthew Brendan Haefner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Matthew Brendan Haefner's credentials?

Matthew Brendan Haefner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Brendan Haefner located?

Matthew Brendan Haefner is based in MANHATTAN BEACH, California, working with MONOGRAPH WEALTH ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Matthew Brendan Haefner charge for services?

Matthew Brendan Haefner's firm is compensated through percentage of aum, subscription fees, other: custom wealth planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONOGRAPH WEALTH ADVISORS, LLC?

MONOGRAPH WEALTH ADVISORS, LLC has approximately 15 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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