MS
MS

Matthew Earl Schreiber

17 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
166 clients
Average Client Portfolio
$873K average
Assets Under Management
$144.9M

Fee Structure

Minimum Investment:None
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Location

One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ, 07701

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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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Other Business Activities

Matthew is the President/Chief Investment Strategist at WBI Investments, dedicating full-time hours to this role. He also serves as a Trustee for Absolute Shares Trust, spending minimal time per month. Matthew is affiliated with Hartshorne Group and Millington Securities.

Employment History
Current Registrations
Hartshorne Group, LLC
June 2019 - Present · 6 yrs 8 mos
Wbi Investments, LLC
November 2008 - Present · 17 yrs 3 mos
Previous Registrations
Millington Securities, INC.Broker
January 2020 - December 2021 · 1 yr 11 mos
Foreside Fund Services, LLCBroker
April 2018 - December 2019 · 1 yr 8 mos
Millington Securities, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Quasar Distributors, LLCBroker
November 2011 - December 2014 · 3 yrs 1 mo
State Registrations2 states
AZNJ
Advisor
Exams
No exam information available for this advisor.