Matthew
Shaia
Brockenbrough
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About this Advisor
Matthew Shaia is a financial advisor operating in Richmond, Virginia who has 9 years of industry experience. Shaia is currently employed by Brockenbrough. Their career trajectory has included roles at Lowe, Brockenbrough & Company Inc, Lowe Brockenbrough & Company, Inc and Cary Street Partners LLC. Shaia maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Brockenbrough is a registered investment business based in Richmond, VA. It has $4 billion in assets under management between its 1,059 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 34 charitable organizations. Of its 1,059 customer accounts, 64% belong to high-net-worth individuals who have greater than $1 million in investable assets. Brockenbrough performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the type of services offered. However, fees billed by Brockenbrough likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brockenbrough Brokerage Details
$4,240,933,931
30
1,059
$4,004,659
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Shaia Work History
Matthew has been registered as a financial advisor for 9 years.*
Lowe, Brockenbrough & Company Inc
Lowe Brockenbrough & Company, Inc
Cary Street Partners LLC
*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 Shaia 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 Brockenbrough
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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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