Matthew ShaferCRD Number: 4573093
Current Firm: Key Investment Services LLC
Matthew Shafer (CRD# 4573093) is an Investment Advisor Representative working at Key Investment Services LLC in Plymouth Meeting, PA and has over 14 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Key Investment Services LLC||Plymouth Meeting, PA||Dec 2016 - Current||1|
|Keybank||Limerick, PA||Sep 2016 - Current||1|
|Key Investment Services LLC||Plymouth Meeting, PA||Sep 2016 - Dec 2016||< 1|
|Lpl Financial, LLC||Limerick, PA||Jan 2011 - Sep 2016||5|
|First Niagara Bank||Limerick, PA||Jan 2011 - Sep 2016||5|
|Dick's Sporting Goods||Montgomeryville, PA||Nov 2010 - May 2011||< 1|
|Tower Square Securities Inc.||Collegevilleq, PA||Sep 2009 - Sep 2010||1|
|Collegeville Financial Group LLC||Royersford, PA||Aug 2009 - Sep 2010||1|
|Royersford Brewing Co LLC||Royersford, PA||Jul 2009 - Aug 2009||< 1|
|Banc Of America Investment Services, Inc.||Bethlehem, PA||Sep 2008 - Aug 2009||< 1|
|Banc Of America Insurance Services,inc.||Bethlehem, PA||Sep 2008 - Aug 2009||< 1|
|Countrywide Bank, Na.||Thousand Oaks, CA||Jan 2007 - Sep 2008||1|
|Countrywide Investment Services, Inc.||Chandler, AZ||Jan 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management1,744MILLIONS
Total Number of Accounts11,490ACCOUNTS
Average Account Value$151,779
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA
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