Matthew G. Davis

SHERWOOD FINANCIAL PARTNERS

WESTLAKE VILLAGE, CA 91361

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CRD#: 5853796

Professional summary

Matthew Glenn Davis, CFP® is a registered financial advisor currently at SHERWOOD FINANCIAL PARTNERS, LLC located in Westlake Village, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 3 firms and has passed the Series 65 exam.

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 Glenn Davis'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: 2018

Experience

Current

May 14, 2019 - Present

SHERWOOD FINANCIAL PARTNERS, LLC

Office #1: 2475 Townsgate Road Suite 210, Westlake Village, CA 91361

RIA

CRD#: 301329

WESTLAKE VILLAGE, CA

Past

October 23, 2014 - July 20, 2019

CEDARSTONE ADVISORS

RIA

CRD#: 172653

WESTLAKE VILLAGE, CA

Past

April 3, 2012 - October 27, 2014

MANCHESTER FINANCIAL INC

RIA

CRD#: 106071

WESTLAKE VILLAGE, CA

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".

SHERWOOD FINANCIAL PARTNERS, LLC

CRD#: 301329 / SEC#: 801-123155

RIA

Registered Investment Advisory firm - (2/9/2022 Approved)

California

Registered Investment Advisory firm - (5/1/2022 Terminated)

Colorado

Registered Investment Advisory firm - (4/1/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(5/14/2019)

IAR

Colorado
(10/4/2019)

IAR

Texas
(2/10/2022)

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

IAR

Series 65

Date: 4/2/2012

Uniform Investment Adviser Law Examination

Current Firm

SHERWOOD FINANCIAL PARTNERS, LLC

CRD#: 301329 / SEC#: 801-123155

RIA

Registered Investment Advisory firm - (2/9/2022 Approved)

California

Registered Investment Advisory firm - (5/1/2022 Terminated)

Colorado

Registered Investment Advisory firm - (4/1/2022 Terminated)

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Contact information

Main Address

2475 Townsgate Road Suite 210, Westlake Village, CA 91361

Mailing Address

Phone number

(805) 870-5591

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR SHERWOOD FINANCIAL PARTNERS, LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts	194
AUM (Assets Under Management)	$ 258,056,925

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/15/2025	Cover Page	Report
10/21/2024	Cover Page	Report

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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Matthew G. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Glenn Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHERWOOD FINANCIAL PARTNERS, LLC

CEDARSTONE ADVISORS

MANCHESTER FINANCIAL INC

Primary Firm SEC Registration

SHERWOOD FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2012

Current Firm

SHERWOOD FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SHERWOOD FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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