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Matthew John Latarewicz

Investment Adviser Representative at Heron BAY Capital Management

Bloomfield Hills, MICRD #6289506Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew John Latarewicz is an investment adviser representative with Heron BAY Capital Management in Bloomfield Hills, MI, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in Michigan.

Office

40701 Woodward Ave, Suite 104
Bloomfield Hills, MI 48304

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Heron BAY Capital ManagementCurrent
4/2/2024 – Bloomfield Hills, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Heron BAY Capital Management
    Feb 2024 – no end date reportedBloomfield Hills, MI
  2. RMB Capital Management LLC
    Jul 2022 – Jan 2024Chicago, IL
  3. Factset Research Systems Inc.
    Jan 2015 – Jul 2022Chicago, IL

Official records & sources

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

About Heron BAY Capital Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Bloomfield Hills, MI
SEC file number:
801-117590

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at Heron BAY Capital Management

5 other advisors in the directory

View Heron BAY Capital Management firm profile

Similar advisors in Bloomfield Hills, MI

Other advisors whose filed branch office is in the same city.

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 John Latarewicz 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Matthew John Latarewicz (Heron BAY Capital Management)