Matthew Philip Shaia
Investment adviser representative at Brockenbrough
13 yearsExperience
1 stateRegistered in
$5.5BFirm assets
56 yearsFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lowe, Brockenbrough & Company IncSep 2019 to now
- BrockenbroughMay 2014 to now
- Lowe Brockenbrough & Company, IncSep 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (VA).
Brockenbrough
Legal name: Lowe, Brockenbrough & Company, Inc.
$5.5BAssets managed
568Clients
15Advisers
56 yearsIn 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
- 5682510
- Firm CRD
- 105142