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Matthew Edward Shaffer

SHAFFER CAPITAL ADVISERS, LLC·WESTERVILLE, Ohio
Series 7, Series 24, Series 31, Series 63, Series 65CFPClean record24 years registeredSHAFFER 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

SHAFFER CAPITAL
May 2009 – present
CITIGROUP GLOBAL MARKETS INC.
Jan 2002 – May 2009
COLUMBUS, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · January 2, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHAFFER CAPITAL ADVISERS, LLC
CRD 150106 · SEC 801-119045
AUM
$152M
Regulatory assets under management
Employees
6
441 client accounts
Services offered by SHAFFER CAPITAL ADVISERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHAFFER CAPITAL ADVISERS, LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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