Matthew Yerkes, financial advisor New Richmond OH

Matthew Yerkes

CRD Number: 4547403
Current Firm: Shea Financial Advisors

Matthew Yerkes (CRD# 4547403) is an Investment Advisor Representative working at Shea Financial Advisors in New Richmond, OH and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Shea Financial Advisors New Canaan, CT Jan 2015 - Current 9
Ritter Daniher Financial Advisory, LLC Cincinnati, OH Oct 2012 - Dec 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Matthew A. Yerkes
Phone Number: 203-966-9651
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $1,006,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, NY, OH

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