Matthew Haraburda has been an investment adviser representative at Bernardo Wealth Planning since May 2023, and is not listed among the firm’s executive officers or direct owners. Matthew Haraburda studied at the College of the Holy Cross.
Bernardo Wealth Planning, LLC is a Harleysville, PA firm with $866M under management, 801 clients and 7 advisers in one office, as of its March 2026 filing.
Matthew Haraburda is with Bernardo Wealth Planning, based in Harleysville, Pennsylvania. Haraburda began his career in 2013 on the wealth management sales and trading desk at Morgan Stanley and joined Radcliffe in 2017 as head of trading and a portfolio manager for a SPAC strategy. Before joining Bernardo Wealth Planning in 2023, he was managing director and head of equity capital markets at Fortress Investment Group.
Investment adviser representative registrations
Matthew Haraburda is registered as an investment adviser representative in Pennsylvania, since May 2023.
- PennsylvaniaSince 21 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 55 | Limited Representative-Equity Trader Exam | 27 June 2014 |
| Series 52 | Municipal Securities Representative Examination | 12 October 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2013 |
| Series 7 | General Securities Representative Examination | 27 July 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Municipal Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6078579
- Firm
- Bernardo Wealth Planning · CRD 288705
- Office
- 272 RUTH ROAD, Harleysville, PA 19438
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wellfull.io
Where does Matthew Haraburda work?
Matthew Haraburda is an investment adviser representative registered through Bernardo Wealth Planning, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Haraburda a financial advisor?
Yes. Matthew Haraburda has a current investment-adviser registration in Pennsylvania, through Bernardo Wealth Planning since May 2023.
How many years of experience does Matthew Haraburda have?
Matthew Haraburda has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Matthew Haraburda passed?
Matthew Haraburda has passed 4 licensing exams: the Series 7, Series 63, Series 52 and Series 55. The earliest, the Series 7, was passed in July 2013. FINRA credited Matthew Haraburda with the SIE, which began in October 2018.
Where is Matthew Haraburda based?
Matthew Haraburda’s registered office is in Harleysville, PA.
Is Matthew Haraburda registered with FINRA?
No. Matthew Haraburda has no current broker registration.
How can I verify Matthew Haraburda’s record?
Search CRD 6078579 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Haraburda’s full registration record.
- Tiffany BenfieldChief Operating Officer
- Ashleigh SwayzeChief Compliance Officer
- Nicholas BernardoManaging Partner