Matthew Rittenhouse has been an investment adviser representative at Bernardo Wealth Planning since September 2017, and is not listed among the firm’s executive officers or direct owners. Matthew Rittenhouse holds a Degree in Business Administration from Goshen College.
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 R. Rittenhouse is with Bernardo Wealth Planning, based in Harleysville, Pennsylvania. Rittenhouse began his career in financial services in 2001, joined a local MassMutual office in 2004 and took on the roles of Director of Financial Planning and Compliance Officer. He began his own wealth management practice in 2012 and joined Bernardo Wealth Planning in 2017.
Matthew Rittenhouse’s longest registration was 12 years at MML Investors Services, LLC (2005–2017). Before joining Bernardo Wealth Planning in 2017, Matthew Rittenhouse was registered through MML Investors Services, LLC.
- MML Investors Services, LLC– · 12 yearsHorsham, PA · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Matthew Rittenhouse is registered as an investment adviser representative in Pennsylvania, since September 2017.
- PennsylvaniaSince 8 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 22 February 2008 |
| Series 66 | Uniform Combined State Law Examination | 15 July 2005 |
| Series 24 | General Securities Principal Examination | 22 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 July 2002 |
| Series 7 | General Securities Representative Examination | 15 July 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Ryan Rittenhouse
- CRD
- 4550077
- Firm
- Bernardo Wealth Planning · CRD 288705
- Office
- 272 RUTH ROAD, Harleysville, PA 19438
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wellfull.io
Where does Matthew Rittenhouse work?
Matthew Rittenhouse is an investment adviser representative registered through Bernardo Wealth Planning, LLC since September 2017, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Rittenhouse a financial advisor?
Yes. Matthew Rittenhouse has a current investment-adviser registration in Pennsylvania, through Bernardo Wealth Planning since September 2017.
How many years of experience does Matthew Rittenhouse have?
Matthew Rittenhouse has 24 years in the financial industry, since October 2002, across 2 adviser firms.
What exams has Matthew Rittenhouse passed?
Matthew Rittenhouse has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 66 and Series 53. The earliest, the Series 7, was passed in July 2002. FINRA credited Matthew Rittenhouse with the SIE, which began in October 2018.
Where is Matthew Rittenhouse based?
Matthew Rittenhouse’s registered office is in Harleysville, PA.
Is Matthew Rittenhouse registered with FINRA?
No. Matthew Rittenhouse has no current broker registration.
How can I verify Matthew Rittenhouse’s record?
Search CRD 4550077 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Rittenhouse’s full registration record.
- Tiffany BenfieldChief Operating Officer
- Ashleigh SwayzeChief Compliance Officer
- Nicholas BernardoManaging Partner