Matthew D. Sheers
SHEER EMPOWERMENT FINANCIAL
Plymouth, NH 03264
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CRD#: 5087660
Professional summary
Matthew D Sheers, CFP® is a registered financial advisor currently at SHEER EMPOWERMENT FINANCIAL, LLC located in Plymouth, New Hampshire.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
the name of the other business: SHEER EMPOWERMENT COACHING LLC whether the business is investment-related: Health & wellness coaching (Non-investment related) the address of the other business; Enterprise Center, One Bridge Street, Plymouth, NH 03264 the nature of the other business; Health & Wellness Coaching your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 07/2020 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I provide health and wellness coaching for individuals with chronic pain conditions. the name of the other business: Karuna Labs, Inc. whether the business is investment-related: Health & wellness coaching (Non-investment related) the address of the other business; 12b W Main St, Ione, CA 95640 the nature of the other business; Health & Wellness Coaching your position; Pain Management Coach title, or relationship with the other business; Pain Management Coach the start date of your relationship; 09/2022 the approximate number of hours/month you devote to the other business; 40 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I provide health and wellness coaching for individuals with chronic pain conditions.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew D Sheers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
June 16, 2023 - Present
SHEER EMPOWERMENT FINANCIAL, LLC
Office #1: 1 Bridge Street, Enterprise Center #206, Plymouth, NH 03264RIA
CRD#: 321200
Plymouth, NH
Past
February 1, 2018 - July 16, 2018
GROVE STREET FIDUCIARY, LLC
RIA
CRD#: 107703
PETERBOROUGH, NH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Hampshire(6/16/2023)
Exams
Current Firm
SE
SHEER EMPOWERMENT FINANCIAL, LLC
SHEER EMPOWERMENT FINANCIAL, LLC
CRD#: 321200 / SEC#:
New Hampshire
Registered Investment Advisory firm - (6/16/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Bridge Street, Enterprise Center #206, Plymouth, NH 03264
Mailing Address
Phone number
(802) 449-6614
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
SHEER EMPOWERMENT FINANCIAL, LLC
CRD#: 321200Plymouth, NH 03264TRUST BUT VERIFY
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