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Matthew Gerald Harris

Investment Adviser Representative at WHITAKER-MYERS WEALTH MANAGERS, LTD.

Mansfield, OHCRD #3116683Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaOhio
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/10/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/23/2014
Series 62
Corporate Securities Limited Representative Examination
Passed 7/26/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/3/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0001.00%
$1,000,000 - $3,000,0000.75%
$3,000,000 - $5,000,0000.60%
Over $5,000,0000.50%
Source

Whitaker-myers Wealth Managers, Ltd. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WHITAKER-MYERS WEALTH MANAGERS, LTD.Current
3/3/2017Mansfield, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
6/17/20143/8/2017Ashland, OH
SAGEPOINT FINANCIAL, INC.
5/9/20135/16/2014Brunswick, OH
MML INVESTORS SERVICES, LLC
2/2/20105/13/2011Mansfield, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Gerald Harris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew Gerald Harris - Financial Advisor in Mansfield, OH | AdvisorFinder