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Matthew Douglas Shields

Osaic Wealth, Inc.

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About Matthew Douglas Shields

Matthew Douglas Shields is a financial advisor who specializes in helping individuals and businesses achieve their financial goals. Matthew is a registered representative with Osaic Wealth, Inc. and has been in the financial services industry since 2013. Matthew has a Series 6 and SIE license, and is registered in Florida. Matthew has experience working with clients in a variety of financial situations. Previously, Matthew was registered with Securities America, Inc., Park Avenue Securities LLC, and AXA Advisors, LLC.

Firm Information

Matthew Shields is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Shields’s Registration & Firm History

FL

06/14/2024 - Present

Osaic Wealth, Inc. (WEST PALM BEACH FL)

FL

07/21/2021 - 06/14/2024

SECURITIES AMERICA, INC. (WEST PALM BEACH FL)

FL

10/29/2014 - 02/28/2021

PARK AVENUE SECURITIES LLC (WEST PALM BEACH FL)

FL

03/26/2013 - 02/26/2014

AXA ADVISORS, LLC (BOCA RATON FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Douglas Shields.
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