Shayne A Matthis
Professional Summary
Shayne A Matthis, who also goes by Shayne A Matthis, Shayne A. Matthis, Shayne Matthis, is a registered financial advisor currently at PINE DISTRIBUTORS LLC located in New York, New York. Shayne is registered as a RR (Registered Representative) and started their career in finance in 2017. Shayne has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 34 and Series 3 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Shayne A Matthis, Shayne A. Matthis, Shayne Matthis
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
PINE DISTRIBUTORS LLC
Contact Information
Main Address
501 S. Cherry Street Suite 610, Denver, CO 80246Mailing Address
501 S. Cherry Street Suite 610, Denver, CO 80246Phone Number
(720) 651-8092Established
Delaware since 08/30/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/3/2025)
(1/3/2025)
(1/3/2025)
(1/3/2025)
(1/3/2025)
(1/3/2025)
(1/6/2025)
(1/3/2025)
(1/3/2025)
(1/3/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Shayne A Matthis's CRS (Customer Relationship Summary).
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