Matthew Sheridan, financial advisor Alpha NJ

Matthew Sheridan

CRD Number: 5753324
Current Firm: Vista Financial Services LLC

Matthew Sheridan (CRD# 5753324) is an Investment Advisor Representative working at Vista Financial Services LLC in Alpha, NJ and has over 12 years of experience in the finance industry.

Similar Advisors
Inas Abas, financial advisor Alpha NJ
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Jason Abruzere, financial advisor Alpha NJ
Jason E. Abruzere
CRD# 4121049
Weyhill Investment Counsel, LLC
Similar Advisors
Wayne Achey, financial advisor Alpha NJ
Wayne C. Achey
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Vista Financial Services LLC Phillipsburg, NJ Oct 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Matthew R. Sheridan
Phone Number: 908-271-6711
Registered State(s):
  • NJ
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $396,405
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ, PA, VA

Ready to hire a financial advisor? Get competitive proposals from Matthew Sheridan and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.