Matt
Sherman
Vanguard Advisers, Inc
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About this Advisor
Matt Sherman is a financial advisor based in Scottsdale, Arizona, working with Vanguard Advisers, Inc. Matt has previously held positions at Lpl Financial, LLC, Learnvest Planning Services, LLC, and The Vanguard Group, Inc. Matt has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Matt is part of Vanguard Advisers, Inc, which operates out of Scottsdale, Arizona. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$333,066,527,268
2,107
804,462
$414,024
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matt Sherman Work History
The Vanguard Group, Inc
Learnvest Planning Services, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Matt Sherman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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