Matthew SheridanCRD 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 12 years of experience in the finance industry.
Ae Wealth Management, LLC
Wells Fargo Clearing Services, LLC
|Greenfield Savings Bank||Greenfield, MA||Feb 2009 - Current||12|
|Infinex Investments, Inc.||Greenfield, MA||Feb 2009 - Current||12|
|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|
Total Assets Under Management1,704MILLIONS
Total Number of Accounts7,422ACCOUNTS
Average Account Value$229,539
- 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
- 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, MA, 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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