Matthew Harbert has been Chief Investment Officer of Instrumental Wealth since October 2020, is a control person of the firm and directly owns under 5% of it. Matthew Harbert holds a B.S. in Finance from the University of South Florida.
Instrumental Wealth, LLC is a Tampa, FL firm with $508M under management, 573 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Matthew Harbert is Chief Investment Officer of Instrumental Wealth, LLC, based in Tampa, FL. He developed and manages the firm's internal investment strategy team, its investment philosophy and processes for constructing and managing equity portfolios, and its tools and models for fundamental equity research, and has served as Chair and Vice-Chair of the Investment Research Committee. Earlier he spent 16 years at CapTrust Advisors, rising to Director of Analytics and Director of Research, before joining David Silver's group at Northwestern Mutual as Director of Investment Strategy.
Matthew Harbert’s longest registration is the current one, 6 years at Instrumental Wealth since 2020. Before joining Instrumental Wealth in 2020, Matthew Harbert was registered through Northwestern Mutual Investment Services,llc.
- Instrumental Wealth, LLCCurrent– present · 6 yearsTampa, FL · Adviser representative · Firm CRD 310788
- Northwestern Mutual Investment Services,llc– · 5 yearsTampa, FL · Adviser representative · Firm CRD 2881
Professional designations
Listed by Instrumental Wealth
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Matthew Harbert is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2020.
- FloridaSince 15 October 2020
- TexasResidentSince 8 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 August 2015 |
| Series 7 | General Securities Representative Examination | 7 July 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 April 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 March 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Matthew O Harbert
- CRD
- 3005758
- Firm
- Instrumental Wealth · CRD 310788
- Role
- Chief Investment Officer
- Office
- 1 N DALE MABRY HWY., STE #1000, Tampa, FL 33609
- Registration
- Investment adviser registration
- In the industry since
- July 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- instrumentalwealth.com
Where does Matthew Harbert work?
Matthew Harbert has been Chief Investment Officer of Instrumental Wealth, LLC since October 2020, and is a control person of the firm.
Is Matthew Harbert a financial advisor?
Yes. Matthew Harbert has a current investment-adviser registration in Florida and Texas, through Instrumental Wealth since October 2020.
How many years of experience does Matthew Harbert have?
Matthew Harbert has 13 years in the financial industry, since July 2013, across 2 adviser firms.
What exams has Matthew Harbert passed?
Matthew Harbert has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in March 1998. FINRA credited Matthew Harbert with the SIE, which began in October 2018.
Where is Matthew Harbert based?
Matthew Harbert’s registered office is in Tampa, FL.
Is Matthew Harbert registered with FINRA?
No. Matthew Harbert has no current broker registration.
Is Matthew Harbert a CFA charterholder?
Instrumental Wealth lists Matthew Harbert with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Matthew Harbert’s record?
Search CRD 3005758 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Harbert’s full registration record.
