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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 Douglas Sher is an investment advisor representative at Pathstone. Matthew is a certified financial planner with over 15 years of experience in the financial services industry. Matthew has worked for a number of financial institutions including Harris Investor Services, Inc. and Purshe Kaplan Sterling Investments. He has also held positions with Saltbox II, LLC and Pathstone Family Office. Matthew holds a Series 7, 63, and 65 licenses. Matthew's focus is on providing financial planning and wealth management services to high-net-worth individuals, families, and institutions. Matthew is committed to providing his clients with personalized financial advice that is tailored to their individual needs and goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
03/29/2010 - Present
Pathstone (ENGLEWOOD NJ)
NJ
10/16/2008 - 10/20/2009
HARRIS INVESTOR SERVICES, INC. (FORT LEE NJ)
NJ
08/16/2005 - 10/02/2006
PURSHE KAPLAN STERLING INVESTMENTS (ENGLEWOOD CLIFFS NJ)
BC
Issued 02/02/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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