Matthew D. Shriver

ALEXANDER RANDOLPH ADVISORY

Reston, VA 20191

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CRD#: 2466249

Professional summary

Matthew David Shriver, CFP®, who also goes by Matt Shriver, is a registered financial advisor currently at ALEXANDER RANDOLPH ADVISORY INC located in Reston, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 5 firms and has passed the Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Shriver

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Shriver's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

February 9, 2004 - Present

ALEXANDER RANDOLPH ADVISORY INC

Office #1: 1902 Campus Commons Drive Suite 410, Reston, VA 20191

RIA

CRD#: 106024

Reston, VA

Past

June 28, 2000 - October 31, 2002

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

RIA

CRD#: 111685

LEESBURG, VA

Past

September 8, 1998 - June 7, 2000

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

May 5, 1995 - August 10, 1998

CALVERT INVESTMENT DISTRIBUTORS, INC.

CRD#: 37527

BETHESDA, MD

Past

May 3, 1994 - May 19, 1994

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALEXANDER RANDOLPH ADVISORY INC

CRD#: 106024 / SEC#: 801-39091

RIA

Registered Investment Advisory firm - (6/26/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(2/9/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/29/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/20/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/5/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

ALEXANDER RANDOLPH ADVISORY INC

CRD#: 106024 / SEC#: 801-39091

RIA

Registered Investment Advisory firm - (6/26/1991 Approved)

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Contact information

Main Address

8200 Greensboro Drive Suite 1125, Mclean, VA 22102

Mailing Address

Phone number

(703) 734-1507

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV CURRENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts	488
AUM (Assets Under Management)	$ 363,756,323

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.

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Firm Stability Insights

Matthew D. Shriver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Shriver's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

CHARLES SCHWAB & CO., INC.

CALVERT INVESTMENT DISTRIBUTORS, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

ALEXANDER RANDOLPH ADVISORY INC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/29/1994

Series 7

Date: 4/20/1994

Series 8

Date: 5/5/1999

Current Firm

ALEXANDER RANDOLPH ADVISORY INC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALEXANDER RANDOLPH ADVISORY INC

TRUST BUT VERIFY

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