Matthew
Sharkey
Cedrus LLC
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About this Advisor
Matthew Sharkey is a financial advisor based in Littleton, Colorado with 2 years of industry experience. Sharkey is an employee of Cedrus LLC. During their career, the advisor has held roles at Axa Advisors, LLC, Richmond American Homes, Larry H Miller Nissan, Dick'S Sporting Goods, Devereux Cleo Wallace, Equitable Advisors, LLC and Cedrus LLC. Sharkey maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado. Cedrus LLC is a financial advisory firm that has its headquarters in Littleton, CO. It manages $476 million in total assets between its 1,553 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,553 client accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. Cedrus LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on the services provided. Fee types billed by Cedrus LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cedrus LLC Brokerage Details
$476,341,031
16
1,553
$306,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Sharkey Work History
Matthew has been registered as a financial advisor for 2 years.*
Cedrus LLC
Axa Advisors, LLC
Equitable Advisors, LLC
Richmond American Homes
Larry H Miller Nissan
Dick'S Sporting Goods
Devereux Cleo Wallace
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Sharkey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cedrus LLC
Littleton, CO
Littleton, CO
Broomfield, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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