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Matthew Sherbondy

28 Years of Experience
Alpharetta, GA
BrokerSells Insurance

Matthew Sherbondy is a registered investment advisor, based in Alpharetta, GA, with 28 years of industry experience.

Location

5900 Windward Parkway, Suite 120, Alpharetta, GA, 30005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew works as a financial advisor for Ridge Capital Management, dedicating full-time hours. He also works as an insurance agent selling fixed insurance products, spending a few hours per week, some of which occur during trading hours.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
June 2020 - November 2020 · 5 mos
First Allied Securities, INC.Broker
June 2020 - September 2022 · 2 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2018 - June 2020 · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2018 - June 2020 · 1 yr 11 mos
PNC Investments
September 2015 - July 2018 · 2 yrs 10 mos
PNC InvestmentsBroker
September 2015 - July 2018 · 2 yrs 10 mos
Bb&t Investment Services, INC.
July 2014 - August 2015 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
July 2014 - August 2015 · 1 yr 1 mo
National Asset Management, INC.
January 2010 - July 2014 · 4 yrs 6 mos
National Securities CorporationBroker
December 2009 - July 2014 · 4 yrs 7 mos
Gunnallen Financial, INC
March 2003 - December 2009 · 6 yrs 9 mos
Gunnallen Financial, INCBroker
March 2003 - December 2009 · 6 yrs 9 mos
Mcm Investment Advisory, INC.
January 2003 - December 2003 · 11 mos
First Montauk Securities CORP.Broker
February 2000 - March 2003 · 3 yrs 1 mo
Pruco Securities CorporationBroker
December 1999 - February 2000 · 2 mos
First Colonial Securities Group, INC.Broker
September 1999 - December 1999 · 3 mos
First Colonial Securities Group, INC.Broker
October 1997 - May 1999 · 1 yr 7 mos
Meyers Pollock Robbins, INC.Broker
October 1997 - October 1997 · 0 mos
State Registrations11 states
ALCAFLGAILNCNMPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Sherbondy - Financial Advisor | TrueAdvisor