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RIA / WealthAdvisorCertified Financial Planner18 years in industry

MATTHEW DAVID SHERIDAN

Advisor at TFO WEALTH PARTNERS

Moorestown, NJ | MAUMEE, OH

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Search this name across graphsid dfx:ria:4858c26b-24d4-4e72-438e-b19dd56d0f7c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 11, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TFO WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 28, 2008
First registration: Sep 11, 2008
Dual registered: no
Other names: MATTHEW D SHERIDAN|MATTHEW SHERIDAN
IAPD individual key: 5555327

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TFO WEALTH PARTNERS	Independent wealth	May 6, 2025	n/a	yes	MAUMEE, OH\|Moorestown, NJ	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Oct 26, 2018	Dec 31, 2024	no	Malvern, PA\|MALVERN, PA	Previous registration
MORGAN STANLEY	Wirehouse	Feb 6, 2014	Jul 19, 2018	no	Red Bank, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 12, 2011	Feb 3, 2014	no	PENNINGTON, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Jun 15, 2011	no	EAST BRUNSWICK, NJ	Previous registration
EDWARD JONES	National bd RIA	Sep 11, 2008	Oct 28, 2009	no	ST LOUIS, MO\|HILLSBOROUGH, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	TFO WEALTH PARTNERS	Dec 31, 2024	May 6, 2025	126	Firm change	Ibd to RIA
MORGAN STANLEY	VANGUARD ADVISERS, INC.	Jul 19, 2018	Oct 26, 2018	99	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Feb 3, 2014	Feb 6, 2014	3	Firm change	Wirehouse to wirehouse
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 28, 2009	Oct 23, 2009	-5	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ TFO WEALTH PARTNERSRegistered adviserregistration: current employment
May 6, 2025 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Oct 26, 2018 to Dec 31, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 6, 2014 to Jul 19, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 12, 2011 to Feb 3, 2014factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 11, 2008 to Oct 28, 2009factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Matthew David Sheridan left Vanguard Advisers, Inc. for Tfo Wealth Partners (registered 2025-05-06)
Form ADVobserved 4 days ago