Unclaimed Profile

Matthew Grant Harwell

VERACITY CAPITAL LLC·ATLANTA, Georgia

SIE, Series 7, Series 66Clean record17 years registeredVERACITY CAPITAL LLC

2859 PACES FERRY ROAD, ATLANTA, GA 30339CRD# 5162639Firm CRD# 304272

Profile Verification

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

Identity

Matthew Grant Harwell · ATLANTA, GA

Registration

CRD #5162639 · VERACITY CAPITAL LLC · 17 years registered

Brand Profile

Not yet started

Career History

VERACITY CAPITAL LLC

Jul 2019 – present

F3LOGIC, LLC

Nov 2018 – Dec 2019

Dallas, TX

F3LOGIC, LLC

Nov 2018 – Nov 2018

Dallas, TX

THE AYCO COMPANY,L.P.

Oct 2008 – Nov 2018

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 3, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERACITY CAPITAL LLC

CRD 304272 · SEC 801-116934

AUM

$660M

Regulatory assets under management

Employees

1,677 client accounts

Services offered by VERACITY CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERACITY CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Grant Harwell offer?

Matthew Grant Harwell specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Matthew Grant Harwell's credentials?

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

Where is Matthew Grant Harwell located?

Matthew Grant Harwell is based in ATLANTA, Georgia, working with VERACITY CAPITAL LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Matthew Grant Harwell charge for services?

Matthew Grant Harwell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERACITY CAPITAL LLC?

VERACITY CAPITAL LLC has approximately 13 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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