Matthew Albert Yerkes
Investment adviser representative at Shea Financial Advisors
11 yearsExperience
1 stateRegistered in
$118.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Shea Financial AdvisorsJan 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Shea Financial Advisors
Legal name: Shea, Brian Michael
$118.6MAssets managed
77Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4547403
- Firm CRD
- 125606