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Matthew David Pardieck

HARBOUR WEALTH MANAGEMENT GROUP, INC.·DANIEL ISLAND, South Carolina
SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65CFPChFCClean record21 years registeredHARBOUR WEALTH MANAGEMENT GROUP, INC.
126 SEVEN FARMS DRIVE, DANIEL ISLAND, SC 29492CRD# 2625967Firm CRD# 314496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew David Pardieck · DANIEL ISLAND, SC
Registration
CRD #2625967 · HARBOUR WEALTH MANAGEMENT GROUP, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

HARBOUR WEALTH MANAGEMENT GROUP, INC.
Jun 2021 – present
RAYMOND JAMES & ASSOCIATES, INC.
Feb 2012 – Aug 2021
MT. PLEASANT, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mar 2005 – Feb 2012
MT. PLEASANT, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · March 24, 2005
Years registered · 21
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496 · SEC 801-121292
AUM
$174M
Regulatory assets under management
Employees
4
481 client accounts
Services offered by HARBOUR WEALTH MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HARBOUR WEALTH MANAGEMENT GROUP, INC. →
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Frequently Asked Questions

What services does Matthew David Pardieck offer?
Matthew David Pardieck specializes in Financial Planning, Investment Management. Contact their office in DANIEL ISLAND, South Carolina for a consultation.
What are Matthew David Pardieck's credentials?
Matthew David Pardieck holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew David Pardieck located?
Matthew David Pardieck is based in DANIEL ISLAND, South Carolina, working with HARBOUR WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the DANIEL ISLAND metropolitan area and surrounding communities.
How does Matthew David Pardieck charge for services?
Matthew David Pardieck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOUR WEALTH MANAGEMENT GROUP, INC.?
HARBOUR WEALTH MANAGEMENT GROUP, INC. has approximately 4 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARBOUR WEALTH MANAGEMENT GROUP, INC.

Ansley R Mellette
DANIEL ISLAND, SC
Christopher Lawrence Corley
DANIEL ISLAND, SC

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Research
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