Matthew Sheridan has been Chief Investment Officer of TFO Wealth Partners since February 2025, is a control person of the firm and directly owns under 5% of it. Matthew Sheridan holds a B.A. in Business Management from Moravian University.
Tfo Wealth Partners, LLC is a Maumee, OH firm with $5.66B under management, 1,986 clients and 55 advisers across 12 offices, as of its April 2026 filing.
Matthew Sheridan’s longest registration was 6 years at Vanguard Advisers, Inc. (2018–2024). Before joining TFO Wealth Partners in 2025, Matthew Sheridan was registered through Vanguard Advisers, Inc. and Morgan Stanley.
- Tfo Wealth PartnersCurrent– present · 1 yearMoorestown, NJ · Adviser representative · Firm CRD 124407
- Vanguard Advisers, Inc.– · 6 yearsMalvern, PA · Adviser representative · Firm CRD 106715
- Morgan Stanley– · 4 yearsRed Bank, NJ · Adviser representative · Firm CRD 149777
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsPennington, NJ · Adviser representative · Firm CRD 7691
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearEast Brunswick, NJ · Adviser representative · Firm CRD 7691
- Edward Jones– · 1 yearHillsborough, NJ · Adviser representative · Firm CRD 250
Professional designations
Listed by TFO Wealth Partners
- CFP®
- CPM
Investment adviser representative registrations
Matthew Sheridan is registered as an investment adviser representative in New Jersey, since May 2025.
- New JerseySince 6 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 August 2008 |
| Series 7 | General Securities Representative Examination | 14 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew David Sheridan
- CRD
- 5555327
- Firm
- TFO Wealth Partners · CRD 124407
- Role
- Chief Investment Officer
- Office
- Moorestown, NJ
- Registration
- Investment adviser registration
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tfowealth.com
Where does Matthew Sheridan work?
Matthew Sheridan has been Chief Investment Officer of Tfo Wealth Partners, LLC since February 2025, and is a control person of the firm.
Is Matthew Sheridan a financial advisor?
Yes. Matthew Sheridan has a current investment-adviser registration in New Jersey, through TFO Wealth Partners since May 2025.
How many years of experience does Matthew Sheridan have?
Matthew Sheridan has 17 years in the financial industry, since May 2009, across 5 adviser firms.
What exams has Matthew Sheridan passed?
Matthew Sheridan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2008. FINRA credited Matthew Sheridan with the SIE, which began in October 2018.
Where did Matthew Sheridan work before TFO Wealth Partners?
Before TFO Wealth Partners, Matthew Sheridan was registered through Vanguard Advisers, Inc., October 2018 to December 2024; Morgan Stanley, February 2014 to July 2018; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2011 to February 2014; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2009 to June 2011; Edward Jones, September 2008 to October 2009.
Where is Matthew Sheridan based?
Matthew Sheridan’s registered office is in Moorestown, NJ.
Is Matthew Sheridan registered with FINRA?
No. Matthew Sheridan has no current broker registration.
Is Matthew Sheridan a CFP?
TFO Wealth Partners lists Matthew Sheridan with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Sheridan’s record?
Search CRD 5555327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Sheridan’s full registration record.