Matthew Sheridan is a CFA-designated registered investment advisor at Vista Financial Services LLC, based in Alpha, NJ, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 35 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
1425 3rd Ave, Alpha, NJ, 08865-4605
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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 Activities
Matthew works at Sheridan Communications, Inc. since 2020, creating and managing pricing formulas to improve the billing process. This takes about half of his time and accounts for 30% of his total yearly compensation.
Employment History
Current Registrations
Vista Financial Services LLC
State Registrations3 states
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.