Matthew Shafer, financial advisor Plymouth Meeting PA
93 score

Matthew Shafer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew G. Shafer
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,744
    MILLIONS
  • Total Number of Accounts
    11,490
    ACCOUNTS
  • Average Account Value
    $151,779
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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