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.
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
CRD# 5348132
Cypress Financial Planning
Score
105
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
| 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 |
- PA
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Total Assets Under Management1,744MILLIONS
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Total Number of Accounts11,490ACCOUNTS
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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)
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