Matthew Fahrney has been an investment adviser representative at Arbor Investment Management since March 2018, and is not listed among the firm’s executive officers or direct owners. Matthew Fahrney holds a Bachelor of Arts in American Studies from Yale University.
Arbor Investment Management, LLC is an Ann Arbor, MI firm with $162M under management, 96 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Matt Fahrney is Senior Vice President of Arbor Investment Management. He directs operations for the company in Colorado, provides internal investment research, oversees client relationships and manages client investment portfolios. He has over 25 years of experience in the financial industry, including as a municipal bond portfolio manager for the hedge fund SAB (SB Value Partners) for the five years before joining Arbor, and earlier as a financial consultant with Merrill Lynch and TIAA-CREF.
- Arbor Investment ManagementCurrent– present · 8 yearsLakewood, CO · Adviser representative · Firm CRD 154735
Professional designations
Listed by Arbor Investment Management
- CFP®
Investment adviser representative registrations
Matthew Fahrney is registered as an investment adviser representative in 4 states. The first approvals date from March 2018; the most recent are Texas and Washington, in February 2023.
- AlaskaSince 15 March 2018
- ColoradoSince 9 March 2018
- TexasSince 10 February 2023
- WashingtonSince 10 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 April 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 June 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 June 2011 |
| Series 55 | Limited Representative-Equity Trader Exam | 25 January 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Limited Representative-Equity Trader Exam
- Full name
- Matthew Grant Fahrney
- CRD
- 2248487
- Firm
- Arbor Investment Management · CRD 154735
- Office
- Lakewood, CO
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arborim.com
Where does Matthew Fahrney work?
Matthew Fahrney is an investment adviser representative registered through Arbor Investment Management, LLC since March 2018, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Fahrney a financial advisor?
Yes. Matthew Fahrney has a current investment-adviser registration in Alaska, Colorado, Texas and Washington, through Arbor Investment Management since March 2018.
How many years of experience does Matthew Fahrney have?
Matthew Fahrney has 21 years in the financial industry, since April 2005, across 1 adviser firm.
What exams has Matthew Fahrney passed?
Matthew Fahrney has passed 5 licensing exams: the Series 55, Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 55, was passed in January 1999. FINRA credited Matthew Fahrney with the SIE, which began in October 2018.
Where is Matthew Fahrney based?
Matthew Fahrney’s registered office is in Lakewood, CO.
Is Matthew Fahrney registered with FINRA?
No. Matthew Fahrney has no current broker registration.
Is Matthew Fahrney a CFP?
Arbor Investment Management lists Matthew Fahrney with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Fahrney’s record?
Search CRD 2248487 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Fahrney’s full registration record.