MS
Matthew W. Sherbine
GCI FINANCIAL GROUP
Mendham, NJ 07945
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CRD#: 2650517
MS
Professional summary
Matthew Wade Sherbine, CFP® is a registered financial advisor currently at GCI FINANCIAL GROUP located in Mendham, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I am 50% owner of GCI Financial Group, Inc. which is a registered investment advisor registered with the State of New Jersey. I perform financial planning services and insurance sales through this relationship representing approximately 12 hours per month. This relationship began in 2001 and is investment related.
I am 50% owner of JHP Real Estate Group, LLC which owns the professional office condominium that houses GCI Financial Group, Inc. The LLC was formed in 2015 for the sole purpose of purchasing this condo unit. The official office address is 5 Cold Hill Road South - Suite 23, Mendham, NJ 07945. My title is Managing Member. I dedicate approximately 1 hour per month to this activity, and none during securities trading hours. This activity is not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Wade Sherbine's 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®
Start date: 2008
Experience
Current
October 2, 2003 - Present
GCI FINANCIAL GROUP
Office #1: 5 Cold Hill Road South Suite 23, Mendham, NJ 07945RIA
CRD#: 124193
Mendham, NJ
Past
May 14, 2007 - May 29, 2009
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
SUMMIT, NJ
Past
March 29, 2001 - May 27, 2009
INVESTACORP, INC.
BD
CRD#: 7684
SUMMIT, NJ
Past
August 30, 1995 - April 2, 2001
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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".
GF
GCI FINANCIAL GROUP
GCI FINANCIAL GROUP | GCI WEALTH ADVISORS | GCI INSURANCE SERVICES | GCI GROUP BENEFITS | GCI FINANCIAL GROUP, INC.
CRD#: 124193 / SEC#: 801-131018
RIA
Registered Investment Advisory firm - (9/3/2024 Approved)Colorado
Registered Investment Advisory firm - (9/17/2024 Terminated)Connecticut
Registered Investment Advisory firm - (9/18/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (11/16/2020 Terminated)Florida
Registered Investment Advisory firm - (9/12/2024 Terminated)Maryland
Registered Investment Advisory firm - (9/19/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (9/12/2024 Terminated)New Jersey
Registered Investment Advisory firm - (9/16/2024 Terminated)New York
Registered Investment Advisory firm - (9/12/2024 Terminated)North Carolina
Registered Investment Advisory firm - (11/16/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/16/2024 Terminated)South Carolina
Registered Investment Advisory firm - (11/12/2018 Terminated)West Virginia
Registered Investment Advisory firm - (12/2/2014 Terminated)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
New Jersey(10/2/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GF
GCI FINANCIAL GROUP
GCI FINANCIAL GROUP | GCI WEALTH ADVISORS | GCI INSURANCE SERVICES | GCI GROUP BENEFITS | GCI FINANCIAL GROUP, INC.
CRD#: 124193 / SEC#: 801-131018
RIA
Registered Investment Advisory firm - (9/3/2024 Approved)Colorado
Registered Investment Advisory firm - (9/17/2024 Terminated)Connecticut
Registered Investment Advisory firm - (9/18/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (11/16/2020 Terminated)Florida
Registered Investment Advisory firm - (9/12/2024 Terminated)Maryland
Registered Investment Advisory firm - (9/19/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (9/12/2024 Terminated)New Jersey
Registered Investment Advisory firm - (9/16/2024 Terminated)New York
Registered Investment Advisory firm - (9/12/2024 Terminated)North Carolina
Registered Investment Advisory firm - (11/16/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/16/2024 Terminated)South Carolina
Registered Investment Advisory firm - (11/12/2018 Terminated)West Virginia
Registered Investment Advisory firm - (12/2/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5 Cold Hill Road South Suite 23, Mendham, NJ 07945
Mailing Address
5 Cold Hill Road South Suite 23, Mendham, NJ 07945
Phone number
(973) 543-2133
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 420 |
| AUM (Assets Under Management) | $ 105,103,169 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
