Matthew Shiney, financial advisor Menlo Park CA
89 score

Matthew Shiney

CRD Number: 6291346
Current Firm: First Republic Investment Management, Inc.

Matthew Shiney (CRD# 6291346) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Menlo Park, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor Menlo Park CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor Menlo Park CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
William Martin, financial advisor Menlo Park CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Company Name Location Dates Years
First Republic Investment Management, Inc. Menlo Park, CA Apr 2016 - Current < 1
Mercer Global Advisors Inc. Walnut Creek, CA Sep 2015 - Apr 2016 < 1
Mercer Global Advisors Inc. San Francisco, CA Feb 2015 - Sep 2015 < 1
Mercer Global Advisors Inc. Santa Barbara, CA Dec 2013 - Feb 2015 1
Montecito Bank And Trust Santa Brbara, CA Aug 2013 - Dec 2013 < 1
Deckers Santa Barbara, CA Aug 2013 - Aug 2013 < 1
Andos Advisors Santa Barbara, CA Jan 2013 - Aug 2013 < 1
Westmont College Santa Barbara, CA Jun 2009 - Jun 2013 4
Westmont College Santa Barbara, CA Jan 2011 - May 2013 2
Young Americans Foundation Santat Barbara, CA Aug 2012 - Jan 2013 < 1
Cold Springs School Santa Barbara, CA Jun 2012 - Aug 2012 < 1
Enduravest Partners Santa Barbara, CA Feb 2012 - Jun 2012 < 1
Oak Park High School Oak Park, CA Jun 2005 - Jun 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Matthew L. Shiney
Phone Number: 415-392-1400
Firm Website: http://www.cwallc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    47,211
    MILLIONS
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Matthew Shiney and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.