Matthew ShawCRD Number: 6389743
Current Firm: Wells Fargo Clearing Services, LLC
Matthew Shaw (CRD# 6389743) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Wells Fargo Clearing Services||Charlotte, NC||Nov 2016 - Current||5|
|Unemployed||Atlanta, GA||Jul 2016 - Nov 2016||< 1|
|E*trade Securities LLC||Alpharetta, GA||Nov 2015 - Jul 2016||< 1|
|Unemployed||Atlanta, GA||May 2015 - Nov 2015||< 1|
|Axa Advisors, LLC||New York, NY||Nov 2014 - Apr 2015||< 1|
|Unemployed||New York, NY||May 2014 - Nov 2014||< 1|
|Law Firm Of Shaw & Associates||New York, NY||May 2011 - May 2014||3|
|Celebrity Partners, LLC||New York, NY||Mar 2011 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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