Matthew Shaw
Matthew Shaw is a registered investment advisor at Cetera Investment Advisers LLC, based in Midvale, UT, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6955 S Union Park Ctr Ste 550, Midvale, UT, 84047
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew works as a ski coach at Deer Valley Resort during the ski season and as a motorcycle tour guide (seasonal). He is also an independent insurance agent selling fixed insurance products full-time, and owns Stonebridge Investment Services, LLC for tax purposes, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations6 states
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