Unclaimed Profile

Matthew Douglas Sher

PATHSTONE FAMILY OFFICE, LLC·ENGLEWOOD, New Jersey

Clean recordPATHSTONE FAMILY OFFICE, LLC

10 STERLING BLVD, ENGLEWOOD, NJ 07631CRD# 4828775Firm CRD# 151736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Douglas Sher · ENGLEWOOD, NJ

Registration

CRD #4828775 · PATHSTONE FAMILY OFFICE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Douglas Sher is a registered financial advisor based in ENGLEWOOD, New Jersey, affiliated with PATHSTONE FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PATHSTONE FAMILY OFFICE, LLC

PATHSTONE

AUM

$48.3B

Regulatory assets under management

Employees

408

Total firm employees

View all advisors at PATHSTONE FAMILY OFFICE, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4828775

Firm CRD# 151736

View on FINRA BrokerCheck →

Looking for a financial advisor in ENGLEWOOD?

Browse all registered financial advisors in ENGLEWOOD, New Jersey or claim this profile if it's yours.

Browse ENGLEWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Douglas Sher offer?

Matthew Douglas Sher specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ENGLEWOOD, New Jersey for a consultation.

What are Matthew Douglas Sher's credentials?

Matthew Douglas Sher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Douglas Sher located?

Matthew Douglas Sher is based in ENGLEWOOD, New Jersey, working with PATHSTONE FAMILY OFFICE, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Matthew Douglas Sher charge for services?

Matthew Douglas Sher's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATHSTONE FAMILY OFFICE, LLC?

PATHSTONE FAMILY OFFICE, LLC has approximately 408 employees and manages $48.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →