Matthew Shandlay is a registered investment advisor, based in York, PA, with 22 years of industry experience.
Location
105 Leader Heights Rd, York, PA, 17403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as a Fiduciary Sales Strategist for Orrstown Bank DBA Orrstown Financial Advisors, focusing on new business development, dedicating full-time hours to this role. He also chairs the Steering Committee for the York Estate Planning Committee, spending minimal time on facilitating meetings and driving momentum for the York Bar Association.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.