Matthew R. Short

TILLER PRIVATE WEALTH

Bethlehem, PA 18015

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CRD#: 6151938

Professional summary

Matthew Ryan Short, CFP® is a registered financial advisor currently at TILLER PRIVATE WEALTH, INC. located in Bethlehem, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 4 firms and has passed the Series 66, SIE 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.

(1.) NAME OF OBA: MATTHEW SHORT, A LICENSED INSURANCE AGENT; ADDRESS OF OBA: BETHLEHEM, PA 18015; NATURE: LIFE, ACCIDENT, HEALTH, AND ANNUITIES; INVESTMENT RELATED: YES; TITLE WITH OBA: SENIOR WEALTH MANAGER; DUTIES: QUOTING AND RECOMMENDATION OF INSURANCE PRODUCTS, ADVICE, AND REVIEW OF POLICIES; START DATE: 03/06/2014; APPROX. NUMBER OF HOURS/MONTH: >5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: >1; (2.) NAME OF OBA: TURO APPLICATION; ADDRESS OF OBA: HARLEYSVILLE, PA 19438; NATURE: LONG-TERM CAR RENTAL; INVESTMENT RELATED: NO; TITLE WITH OBA: RENTAL HOST; DUTIES: SANITIZING AND CLEANING RENTAL CARS UPON THEIR RETURN; START DATE: 09/08/2025; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Short'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 5, 2020 - Present

TILLER PRIVATE WEALTH, INC.

Office #1: 1412 Walter Street, Bethlehem, PA 18015

RIA

CRD#: 111268

Bethlehem, PA

Past

November 22, 2017 - April 7, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Allentown, PA

Past

November 22, 2017 - April 7, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Allentown, PA

Past

February 26, 2015 - October 17, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

WAYNE, PA

Past

February 26, 2015 - October 17, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

WAYNE, PA

Past

March 20, 2013 - February 2, 2015

EDWARD JONES

RIA

CRD#: 250

LIMERICK, PA

Past

March 4, 2013 - February 2, 2015

EDWARD JONES

CRD#: 250

LIMERICK, PA

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".

TILLER PRIVATE WEALTH, INC.

SUPRA CAPITAL MANAGEMENT INC | YOUNGS ADVISORY GROUP, INC. | YOUNGS ADVISORY GROUP | TILLER PRIVATE WEALTH, INC.

CRD#: 111268 / SEC#: 801-53367

RIA

Registered Investment Advisory firm - (11/27/1996 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

Pennsylvania
(5/5/2020)

IAR

Texas
(5/5/2020)

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 66

Date: 3/15/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2013

General Securities Representative Examination

Current Firm

TILLER PRIVATE WEALTH, INC.

SUPRA CAPITAL MANAGEMENT INC | YOUNGS ADVISORY GROUP, INC. | YOUNGS ADVISORY GROUP | TILLER PRIVATE WEALTH, INC.

CRD#: 111268 / SEC#: 801-53367

RIA

Registered Investment Advisory firm - (11/27/1996 Approved)

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Contact information

Main Address

1412 Walter Street, Bethlehem, PA 18015

Mailing Address

Phone number

(610) 954-9940

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 03 2025 TPW FORM ADV PART 2A FINAL (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,146
AUM (Assets Under Management)	$ 646,296,692

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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Advisor Monitoring

Firm Stability Insights

Matthew R. Short

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Short's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

TILLER PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2013

Current Firm

TILLER PRIVATE WEALTH, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TILLER PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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