Matthew David Sheridan

CFP

16 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Tfo Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,642 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:$1M

Location

Collingswood, NJ

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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.

Employment History

Current Registrations

Tfo Wealth Partners

May 2025 - Present · 9 mos

Previous Registrations

Vanguard Marketing CorporationBroker

October 2018 - February 2025 · 6 yrs 4 mos

Vanguard Advisers, INC.

October 2018 - December 2024 · 6 yrs 2 mos

Morgan Stanley

February 2014 - July 2018 · 4 yrs 5 mos

Morgan StanleyBroker

January 2014 - July 2018 · 4 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2011 - February 2014 · 2 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2011 - February 2014 · 2 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

October 2009 - June 2011 · 1 yr 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 2009 - June 2011 · 1 yr 8 mos

Edward Jones

September 2008 - October 2009 · 1 yr 1 mo

Edward JonesBroker

August 2008 - October 2009 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.