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MS

Matthew W. Sherwood

SIGHTLINE CAPITAL LLC
Bethpage, NY
Some features on this profile are disabled
CRD#: 5300159
MS

Professional summary

Matthew Wayne Sherwood is a registered financial advisor currently at SIGHTLINE CAPITAL LLC located in Bethpage, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 65, Series 66, SIE, Series 55, Series 31 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Wayne Sherwood'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®
None

Experience

Current

February 6, 2026 - Present

SIGHTLINE CAPITAL LLC

RIA
CRD#: 338600
Bethpage, NY
Past

October 5, 2007 - February 4, 2010

ACCESS SECURITIES, LLC

BD
CRD#: 22455
NEW CANAAN, CT
Past

June 25, 2007 - September 20, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
GREAT NECK, NY
Past

May 7, 2007 - September 20, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
GREAT NECK, NY

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
Texas
(2/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/14/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/25/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/4/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 11/19/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 31
Date: 6/5/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/4/2007
General Securities Representative Examination

Current Firm

SC
SIGHTLINE CAPITAL LLC
SIGHTLINE CAPITAL LLC

CRD#: 338600 / SEC#:

Texas
Registered Investment Advisory firm - (2/6/2026 Approved)
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Contact information

Main Address
5900 S Lake Forest Dr Ste 300, Mckinney, TX 75071
Mailing Address
Phone number
(945) 248-8758
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

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Company Information

SIGHTLINE CAPITAL LLC

CRD#: 338600Bethpage, NY

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