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Matthew Edward Shaffer

SHAFFER CAPITAL ADVISERS, LLC·WESTERVILLE, Ohio
Clean recordSHAFFER CAPITAL ADVISERS, LLC
550 POLARIS PARKWAY, WESTERVILLE, OH 43082CRD# 2506433Firm CRD# 150106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Edward Shaffer · WESTERVILLE, OH
Registration
CRD #2506433 · SHAFFER CAPITAL ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Edward Shaffer is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with SHAFFER CAPITAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHAFFER CAPITAL ADVISERS, LLC
SHAFFER CAPITAL
AUM
$152M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SHAFFER CAPITAL ADVISERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2506433
Firm CRD# 150106
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Edward Shaffer offer?
Matthew Edward Shaffer specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.
What are Matthew Edward Shaffer's credentials?
Matthew Edward Shaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Edward Shaffer located?
Matthew Edward Shaffer is based in WESTERVILLE, Ohio, working with SHAFFER CAPITAL ADVISERS, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Matthew Edward Shaffer charge for services?
Matthew Edward Shaffer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHAFFER CAPITAL ADVISERS, LLC?
SHAFFER CAPITAL ADVISERS, LLC has approximately 6 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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