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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sheridan is a financial advisor with Vanguard Advisers, Inc. Matthew has been working in the financial industry since 2009. He is a Certified Financial Planner. Matthew is registered with the Securities and Exchange Commission (SEC), as well as the state securities regulators of Texas, New Jersey, and Pennsylvania. Matthew works with individuals, corporations, high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, health and welfare trusts, and other investment advisers. Matthew has been recognized by multiple publications for his financial expertise. Matthew provides financial planning, portfolio management, and other advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
10/26/2018 - Present
Vanguard Advisers, Inc. (Malvern PA)
NJ
01/31/2014 - 07/19/2018
MORGAN STANLEY (RED BANK NJ)
NJ
09/12/2011 - 02/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
10/23/2009 - 06/15/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
NJ
08/15/2008 - 10/28/2009
EDWARD JONES (HILLSBOROUGH NJ)
BOTH
Issued 08/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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