Unclaimed Profile

Matthew Stephen Hardin

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·OLD GREENWICH, Connecticut

SIE, Series 7, Series 7TO, Series 14, Series 24, Series 66, Series 79TOClean record20 years registeredFORUM PARTNERS INVESTMENT MANAGEMENT LLC

1700 E. PUTNAM AVENUE, OLD GREENWICH, CT 06870-1366CRD# 2366634Firm CRD# 161192

Profile Verification

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

Identity

Matthew Stephen Hardin · OLD GREENWICH, CT

Registration

CRD #2366634 · FORUM PARTNERS INVESTMENT MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FORUM PARTNERS INVESTMENT MANAGEMENT LLC

FOUNDATION WEALTH MANAGEMENT, LLC

Aug 2006 – Dec 2008

MARS, PA

PNC INVESTMENTS

May 2006 – Jun 2006

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 14

Series 24

Series 66

Series 79TO

Registration record

First registered · May 19, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORUM PARTNERS INVESTMENT MANAGEMENT LLC

CRD 161192 · SEC 802-118988

AUM

$190M

Regulatory assets under management

Services offered by FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at FORUM PARTNERS INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Stephen Hardin offer?

Matthew Stephen Hardin specializes in Retirement Planning.

What are Matthew Stephen Hardin's credentials?

Matthew Stephen Hardin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Stephen Hardin located?

Matthew Stephen Hardin is based in OLD GREENWICH, Connecticut, last registered with FORUM PARTNERS INVESTMENT MANAGEMENT LLC.

How does Matthew Stephen Hardin charge for services?

Matthew Stephen Hardin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORUM PARTNERS INVESTMENT MANAGEMENT LLC?

FORUM PARTNERS INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC, managing $190M in regulatory assets under management. See their Form ADV for full details.

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