Matthew A. Shelton
Professional summary
Matthew Allen Shelton, who also goes by Mathew Allen Shelton, Matt Shelton, is a registered financial advisor currently at SHELTON FINANCIAL ADVISORS, LLC located in Mill Valley, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Allen Shelton's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 1, 2001 - Present
SHELTON FINANCIAL ADVISORS, LLC
May 19, 1997 - February 25, 1999
MORGAN STANLEY & CO. LLC
January 2, 1996 - May 14, 1997
BLACKROCK EXECUTION SERVICES
March 31, 1994 - January 2, 1996
WELLS FARGO SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/1/2001)
Exams
Current Firm
SHELTON FINANCIAL ADVISORS, LLC
CRD#: 137248 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 77,683,414 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
