Matthew Sheridan, financial advisor Red Bank NJ
96 score

Matthew Sheridan

CRD Number: 5555327
Current Firm: Morgan Stanley

Matthew Sheridan (CRD# 5555327) is an Investment Advisor Representative working at Morgan Stanley in Red Bank, NJ and has over 8 years of experience in the finance industry. Matthew Sheridan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Feb 2015 - Current 1
Morgan Stanley Red Bank, NJ Jan 2014 - Current 2
Merrill Lynch, Pierce, Fenner, & Smith Incorporated Pennington, NJ Aug 2011 - Jan 2014 2
Bank Of America,na East Brunswick, NJ Nov 2009 - Jan 2014 4
Merrill Lynch, Pierce, Fenner, & Smith Incorporated East Brunswick, NJ Oct 2009 - Jan 2014 4
Unemployed Magnolia, NJ Jun 2011 - Aug 2011 < 1
Merrill Lynch, Pierce, Fenner, &amp; Smith Incorporated East Brunswick, NJ Oct 2009 - Jun 2011 1
Edward Jones St Louis, MO Jun 2008 - Oct 2009 1
Edward Jones Hillsborough, NJ Jun 2008 - Oct 2009 1
Moravian College Bethlehem Pa, PA Aug 2004 - Jun 2008 3
Sterling Pool Service Magnolia, NJ Jun 2002 - Jun 2008 6
Valleywide Property Management Allentown, PA Jan 2008 - May 2008 < 1
Moravian College Bethlehem, PA Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Matthew D. Sheridan
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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