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Matthew Wayne Sharkey

SRS Capital Advisors, LLC

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About Matthew Wayne Sharkey

Matthew Sharkey is an investment advisor representative with SRS Capital Advisors, LLC and Cedrus LLC. Matthew is registered with the state of Colorado, and has been working in the industry since 2014. Matthew has passed the Series 66, Series 7TO and the SIE examinations.

Firm Information

Matthew Sharkey is currently registered with SRS Capital Advisors, LLC. SRS Capital Advisors, LLC is an investment advisor with a main office in Denver, CO. The firm has 25 licensed agents and 38 investment adviser representatives. SRS Capital Advisors, LLC manages approximately $2.81 billion in assets and provides advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management for individuals, and publication of periodicals, among other services.
SRS Capital Advisors, LLC

730 17TH STREET

DENVER, CO 80202

$2.81B

Assets Under Management

Not reported

Total Clients

17

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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seminars

Seminars

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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percentage of assets

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

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Matthew Sharkey’s Registration & Firm History

CO

12/08/2024 - Present

SRS Capital Advisors, LLC (DENVER CO)

CO

03/05/2020 - 05/19/2021

EQUITABLE ADVISORS, LLC (LAKEWOOD CO)

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Licenses & Designations

BOTH

Issued 11/18/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Wayne Sharkey.
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