Mathew Lepak

from Flaharty Asset Management, LLC
SEC regulated
Regulated Investment Advisor
Mathew Lepak is a financial advisor based in Florida, Clearwater, with 13 years of experience. Mathew currently works for Flaharty Asset Management, LLC. Mathew maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mathew Lepak works at Flaharty Asset Management, LLC
Flaharty Asset Management, LLC is a financial advisory firm based in Clearwater, Florida. It currently has approximately $673,039,987 of assets under management and employs about 11 people. Flaharty Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
311 Park Place Blvd., Suite 150, Clearwater, Florida, 33759

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