Matthew Sheridan, financial advisor Greenfield MA

Matthew Sheridan

CRD Number: 4883036
Current Firm: Infinex Investments, Inc.

Matthew Sheridan (CRD# 4883036) is an Investment Advisor Representative working at Infinex Investments, Inc. in Greenfield, MA and has over 11 years of experience in the finance industry.

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Capital Analysts
Company Name Location Dates Years
Greenfield Savings Bank Greenfield, MA Feb 2009 - Current 11
Infinex Investments, Inc. Greenfield, MA Feb 2009 - Current 11
Raymond James Financial Services Advisors Inc. Northampton, MA Jan 2009 - Feb 2009 < 1
Raymond James Financial Services Northampton, MA Mar 2008 - Feb 2009 < 1
Wachovia Securities, LLC Greenfield, MA Jan 2008 - Mar 2008 < 1
A.g. Edwards Greenfield, MA Nov 2004 - Mar 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Matthew J. Sheridan
Phone Number: 203-599-6000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,355
    MILLIONS
  • Total Number of Accounts
    5,839
    ACCOUNTS
  • Average Account Value
    $232,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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