Matthew Schirber
Matthew Schirber is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glendale, CO, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
501 South Cherry Street, Suite 1020, Glendale, CO, 80246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a partner in Apres Ski LLC and West Boulevard, LLC, both rental real estate businesses, and spends minimal time on each. He is also a trustee for two testamentary trusts and co-trustee for a living trust, and is an owner in Boulder Creek Wealth Advisors and Schirber Capital LLC, which are support companies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations37 states
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