Matthew Harris has held the title Member at Whitaker-Myers Wealth Managers since March 2014, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Whitaker-Myers Wealth Managers, LTD. is a Mansfield, OH firm with $851M under management, 3,458 clients and 10 advisers across 20 offices, as of its June 2026 filing.
Matthew Harris’ longest registration is the current one, 9 years at Whitaker-Myers Wealth Managers since 2017. Before joining Whitaker-Myers Wealth Managers in 2017, Matthew Harris was registered through Raymond James Financial Services Advisors, Inc and Sagepoint Financial, Inc.
- – present · 9 yearsMansfield, OH · Adviser representative · Firm CRD 286093
- Raymond James Financial Services Advisors, Inc– · 2 yearsAshland, OH · Adviser representative · Firm CRD 149018
- Sagepoint Financial, Inc.– · 1 yearBrunswick, OH · Adviser representative · Firm CRD 133763
- MML Investors Services, LLC– · 1 yearMansfield, OH · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Matthew Harris is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2017; the most recent is Texas, in July 2022.
- OhioSince 3 March 2017
- TexasResidentSince 26 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 September 2014 |
| Series 62 | Corporate Securities Limited Representative Examination | 26 July 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 February 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 September 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Gerald Harris
- CRD
- 3116683
- Firm
- Whitaker-Myers Wealth Managers · CRD 286093
- Role
- Member
- Office
- 1485 LEXINGTON AVE., Mansfield, OH 44907
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Matthew Harris work?
Matthew Harris has held the title Member at Whitaker-Myers Wealth Managers, LTD. since March 2014.
Is Matthew Harris a financial advisor?
Yes. Matthew Harris has a current investment-adviser registration in Ohio and Texas, through Whitaker-Myers Wealth Managers since March 2017.
How many years of experience does Matthew Harris have?
Matthew Harris has 26 years in the financial industry, since September 2000, across 4 adviser firms.
What exams has Matthew Harris passed?
Matthew Harris has passed 4 licensing exams: the Series 6, Series 63, Series 62 and Series 7. The earliest, the Series 6, was passed in September 1998. FINRA credited Matthew Harris with the SIE, which began in October 2018.
Where did Matthew Harris work before Whitaker-Myers Wealth Managers?
Before Whitaker-Myers Wealth Managers, Matthew Harris was registered through Sagepoint Financial, Inc., May 2013 to May 2014; MML Investors Services, LLC, February 2010 to May 2011.
Where is Matthew Harris based?
Matthew Harris’ registered office is in Mansfield, OH.
Is Matthew Harris registered with FINRA?
Yes. Matthew Harris has a current broker registration, under CRD 3116683.
Source: FINRA BrokerCheck
How can I verify Matthew Harris’ record?
Search CRD 3116683 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Harris’ full registration record.
- John-Mark YoungPresident/Chief Investment Officer
- Kelly TaylorChief Compliance Officer
- Chris VanderzydenMember
- Ryan EmmonsMember
- Seth BuckwalterMember