Matthew Shack
Matthew Shack is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hermitage, PA, with 18 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
499 North Hermitage Road, Hermitage, PA, 16148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew co-owns Shack Holdings LLC with his brother, acquiring land and property in the Raleigh, NC area for resale to developers. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Transamerica Capital, INC.Broker
New York Life Investment Management LLC
New York Life Investment Management LLC
Nylife Distributors LLCBroker
State Registrations14 states
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