MS
Matthew R. Sheridan
VISTA FINANCIAL SERVICES LLC
ALPHA, NJ 08865-4605
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CRD#: 5753324
MS
Professional summary
Matthew Robert Sheridan, who also goes by Matthew Sheridan, is a registered financial advisor currently at VISTA FINANCIAL SERVICES LLC located in Alpha, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Sheridan
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.
Billing; Sheridan Communications, Inc.; Investment Related: No; Location: 1425 Third Avenue, Alpha, NJ 08865-4695; Description of the business: At Sheridan Communications, we service our clientele with a full array of services. From editorial through fulfillment your job is closely monitored throughout the entire production process. Our customers benefit through a comfort level and ease of communication that can only be afforded with in-house control. Your satisfaction is at the heart of everything we do at Sheridan Communications. To ensure that, we employ an experienced and knowledgeable staff in our prepress, printing, bindery and shipping departments. We are here when you need us with creative and practical solutions to fit your printing and shipping needs.; Responsibilities Duties: Create and manage pricing formulas to make the billing process more efficient.; Start date with business: 2020-08-10; Hours devoted to business outside trading hours: 87; Percentage of total yearly compensation expected to be derived from the business: 30;
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Sheridan'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®
NoneExperience
Current
November 9, 2012 - Present
VISTA FINANCIAL SERVICES LLC
Office #1: 1425 3rd Ave, Alpha, NJ 08865-4605RIA
CRD#: 165722
ALPHA, NJ
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(11/9/2012)
IAR
Pennsylvania(11/19/2012)
IAR
Virginia(3/7/2018)
Current Firm
VF
VISTA FINANCIAL SERVICES LLC
VISTA FINANCIAL SERVICES LLC
CRD#: 165722 / SEC#:
New Jersey
Registered Investment Advisory firm - (11/9/2012 Approved)Pennsylvania
Registered Investment Advisory firm - (11/19/2012 Approved)Virginia
Registered Investment Advisory firm - (3/5/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1425 3rd Ave, Alpha, NJ 08865-4605
Mailing Address
Phone number
(908) 271-6711
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 19,919,000 |
Red Flags
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Company Information
VISTA FINANCIAL SERVICES LLC
CRD#: 165722Alpha, NJ 08865-4605TRUST BUT VERIFY
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