Matthew Hart has been an investment adviser representative at Verde Capital Management since June 2022, and is not listed among the firm’s executive officers or direct owners. Matthew Hart holds a Bachelor of Science in Economics and Sociology from Grand Valley State University.
Verde Capital Management, Inc. is a Clarkston, MI firm with $846M under management, 824 clients and 12 advisers in one office, as of its August 2026 filing.
Matt Hart is Financial Advisor of Verde Capital Management. Hart took part in Verde's internship program in the summer of 2020, then worked full time as a paraplanner with an independent firm in Ann Arbor for more than two years. Hart began as a full-time advisor with Verde in 2022, advises wealth management clients and works within specialized groups focused on small-business 401(k) plans, foundations and endowments, and bridging traditional and decentralized finance.
Matthew Hart’s longest registration is the current one, 4 years at Verde Capital Management since 2022. Before joining Verde Capital Management in 2022, Matthew Hart was registered through CG Advisory Services.
- – present · 4 yearsClarkston, MI · Adviser representative · Firm CRD 147179
- CG Advisory Services– · under a yearAnn Arbor, MI · Adviser representative · Firm CRD 110929
Investment adviser representative registrations
Matthew Hart is registered as an investment adviser representative in Michigan, since June 2022.
- MichiganSince 22 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 November 2021 |
| Series 7TO | General Securities Representative Examination | 13 July 2021 |
| SIE | Securities Industry Essentials Examination | 5 May 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Matthew T Hart
- CRD
- 7342729
- Firm
- Verde Capital Management · CRD 147179
- Office
- 8031 ORTONVILLE ROAD, SUITE 210, Clarkston, MI 48348
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- verdecm.com
Where does Matthew Hart work?
Matthew Hart is an investment adviser representative registered through Verde Capital Management, Inc. since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Hart a financial advisor?
Yes. Matthew Hart has a current investment-adviser registration in Michigan, through Verde Capital Management since June 2022.
How many years of experience does Matthew Hart have?
Matthew Hart has 5 years in the financial industry, since July 2021, across 2 adviser firms.
What exams has Matthew Hart passed?
Matthew Hart has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2021.
Where did Matthew Hart work before Verde Capital Management?
Before Verde Capital Management, Matthew Hart was registered through CG Advisory Services, December 2021 to June 2022.
Where is Matthew Hart based?
Matthew Hart’s registered office is in Clarkston, MI.
Is Matthew Hart registered with FINRA?
No. Matthew Hart has no current broker registration.
How can I verify Matthew Hart’s record?
Search CRD 7342729 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Hart’s full registration record.
