Unclaimed
Matthew Shaia is a financial advisor at Brockenbrough in Richmond, Virginia. Matthew has been in the industry since 2010. Matthew specializes in investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Matthew also provides financial planning services and selects other advisors for clients.
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.
Strategic management for diversified investment portfolios.
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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2
VA
05/28/2014 - Present
Brockenbrough (RICHMOND VA)
VA
04/01/2010 - 10/03/2013
CARY STREET PARTNERS LLC (RICHMOND VA)
BOTH
Issued 12/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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