Matthew Harrison has been an investment adviser representative at Thrive Capital Management since August 2023, and is not listed among the firm’s executive officers or direct owners.
Thrive Capital Management, LLC is a Fort Washington, PA firm with $657M under management, 786 clients and 13 advisers across 4 offices, as of its June 2026 filing.
Matthew Harrison’s longest registration is the current one, 3 years at Thrive Capital Management since 2023. Before joining Thrive Capital Management in 2023, Matthew Harrison was registered through LPL Financial LLC and M&T Securities, Inc.
- – present · 3 yearsFort Washington, PA · Adviser representative · Firm CRD 281347
- LPL Financial LLC– · 2 yearsMedia, PA · Adviser representative · Firm CRD 6413
- M&T Securities, Inc.– · under a yearMedia, PA · Adviser representative · Firm CRD 17358
- Securian Financial Services, Inc.– · under a yearMt Laurel, NJ · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Matthew Harrison is registered as an investment adviser representative in 2 states. The first approvals date from August 2023; the most recent is New Jersey, in March 2026.
- New JerseySince 26 March 2026
- PennsylvaniaSince 11 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 August 2020 |
| Series 7TO | General Securities Representative Examination | 22 July 2020 |
| SIE | Securities Industry Essentials Examination | 17 July 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 September 2011 |
| Series 7 | General Securities Representative Examination | 7 March 2011 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5891543
- Firm
- Thrive Capital Management · CRD 281347
- Office
- 500 W OFFICE CENTER DRIVE, SUITE 300, Fort Washington, PA 19034
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Harrison work?
Matthew Harrison is an investment adviser representative registered through Thrive Capital Management, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Harrison a financial advisor?
Yes. Matthew Harrison has a current investment-adviser registration in New Jersey and Pennsylvania, through Thrive Capital Management since August 2023.
How many years of experience does Matthew Harrison have?
Matthew Harrison has 11 years in the financial industry, since March 2015, across 4 adviser firms.
What exams has Matthew Harrison passed?
Matthew Harrison has passed 5 licensing exams: the Series 7, Series 63, SIE, Series 7TO and Series 66. The earliest, the Series 7, was passed in March 2011.
Where did Matthew Harrison work before Thrive Capital Management?
Before Thrive Capital Management, Matthew Harrison was registered through M&T Securities, Inc., April 2021 to June 2021; Securian Financial Services, Inc., September 2020 to May 2021.
Where is Matthew Harrison based?
Matthew Harrison’s registered office is in Fort Washington, PA.
Is Matthew Harrison registered with FINRA?
No. Matthew Harrison has no current broker registration.
How can I verify Matthew Harrison’s record?
Search CRD 5891543 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Harrison’s full registration record.
- Brett PohlChief Compliance Officer
- Christopher BakDirector of Investment Operations
- David BezarManaging Director
- Karen BezarManaging Partner
- Bret ElamManaging Partner