Unclaimed Profile

Matthew Gerald Harris

WHITAKER-MYERS WEALTH MANAGERS, LTD.·MANSFIELD, Ohio

SIE, Series 6, Series 7, Series 62, Series 63Clean record16 years registeredWHITAKER-MYERS WEALTH MANAGERS, LTD.

1485 LEXINGTON AVE., MANSFIELD, OH 44907CRD# 3116683Firm CRD# 286093

Profile Verification

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

Identity

Matthew Gerald Harris · MANSFIELD, OH

Registration

CRD #3116683 · WHITAKER-MYERS WEALTH MANAGERS, LTD. · 16 years registered

Brand Profile

Not yet started

Career History

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Mar 2017 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2014 – Mar 2017

ASHLAND, OH

SAGEPOINT FINANCIAL, INC.

May 2013 – May 2014

BRUNSWICK, OH

MML INVESTORS SERVICES, LLC

Feb 2010 – May 2011

MANSFIELD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 62

Series 63

Registration record

First registered · February 2, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITAKER-MYERS WEALTH MANAGERS, LTD.

CRD 286093 · SEC 801-118404

AUM

$513M

Regulatory assets under management

Employees

7,714 client accounts

Services offered by WHITAKER-MYERS WEALTH MANAGERS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHITAKER-MYERS WEALTH MANAGERS, LTD. →

Introduction

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Frequently Asked Questions

What services does Matthew Gerald Harris offer?

Matthew Gerald Harris specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Ohio for a consultation.

What are Matthew Gerald Harris's credentials?

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

Where is Matthew Gerald Harris located?

Matthew Gerald Harris is based in MANSFIELD, Ohio, working with WHITAKER-MYERS WEALTH MANAGERS, LTD.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.

How does Matthew Gerald Harris charge for services?

Matthew Gerald Harris's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITAKER-MYERS WEALTH MANAGERS, LTD.?

WHITAKER-MYERS WEALTH MANAGERS, LTD. has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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