MH
CFA
MH
CFA

Matthew Allen Hart

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,612 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

10 Toy Street, Suite 200, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Foster Victor
February 2025 - Present · 1 yr
Previous Registrations
VALIC Financial Advisors, INC.Broker
November 2020 - January 2025 · 4 yrs 2 mos
VALIC Financial Advisors, INC.
November 2020 - January 2025 · 4 yrs 2 mos
Invesco Advisers, INC.
June 2010 - November 2016 · 6 yrs 5 mos
Invesco Distributors, INC.Broker
June 2010 - November 2016 · 6 yrs 5 mos
Van Kampen Advisors INC
March 2001 - June 2010 · 9 yrs 3 mos
Van Kampen Funds INC.Broker
October 1997 - June 2010 · 12 yrs 8 mos
A I M Distributors, INC.Broker
May 1993 - August 1997 · 4 yrs 3 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Matthew Allen Hart - Financial Advisor | TrueAdvisor