AdvisorOS Directory
Claim Profile
MS

Matthew Edward Shaffer

SHAFFER CAPITAL ADVISERS, LLC·WESTERVILLE, Ohio
Unclaimed Profile
550 POLARIS PARKWAY, WESTERVILLE, OH 43082CRD# 2506433Firm CRD# 150106
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTERVILLE?

Browse all registered financial advisors in WESTERVILLE, Ohio or claim this profile if it's yours.

Browse WESTERVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTERVILLE
Michael James Menzer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRussell Tate Ginise — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRichard Kyle Winning — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCJeffrey Gale Best — BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLCJames Paul Cramer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile