Unclaimed Profile

Matthew Stephen Morse

HARMONY WEALTH PARTNERS LLC·BOSTON, Massachusetts

Clean record10 years registeredHARMONY WEALTH PARTNERS LLC

180 CANAL STREET, BOSTON, MA 02114CRD# 6644674Firm CRD# 330544

Profile Verification

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

Identity

Matthew Stephen Morse · BOSTON, MA

Registration

CRD #6644674 · HARMONY WEALTH PARTNERS LLC · 10 years registered

Brand Profile

Not yet started

Career History

GRIMES & COMPANY

Jun 2025 – present

HARMONY WEALTH PARTNERS

Jun 2024 – Aug 2025

BOSTON, MA

CLARENDON PRIVATE LLC

Oct 2021 – Apr 2024

BOSTON, MA

MAINSTONE CAPITAL MANAGEMENT LLC

Feb 2020 – Jun 2021

BOSTON, MA

BALDWIN BROTHERS INC

Jun 2016 – Jul 2016

MARION, MA

Registrations & Exams

Registration record

First registered · June 7, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARMONY WEALTH PARTNERS LLC

CRD 330544 · SEC 801-130381

AUM

$48M

Regulatory assets under management

Employees

50 client accounts

Services offered by HARMONY WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARMONY WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Stephen Morse offer?

Matthew Stephen Morse specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Matthew Stephen Morse's credentials?

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

Where is Matthew Stephen Morse located?

Matthew Stephen Morse is based in BOSTON, Massachusetts, working with HARMONY WEALTH PARTNERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Matthew Stephen Morse charge for services?

Matthew Stephen Morse's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARMONY WEALTH PARTNERS LLC?

HARMONY WEALTH PARTNERS LLC has approximately 2 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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