Investment adviser representative · Francis Financial
Matthew J. Haertzen
CRD 2405742 · New York, NY
At a glance
Matthew J. Haertzen is an investment adviser representative with Francis Financial in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2012, about 13 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firms
- Francis FinancialSince April 2026New York, NY · $803M in regulatory assets
- Cornerstone Portfolio ResearchSince December 2025Chester Springs, PA · $444M in regulatory assets
SEC adviser record
- Registered since
- 2012 (13 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.