Matthew Sherman has been an investment adviser representative at Abraham & Co. since October 2021, and is not listed among the firm’s executive officers or direct owners.
Abraham & Co., Inc. is a firm with $117M under management, 355 clients and 5 advisers across 4 offices, as of its February 2026 filing.
Matthew P. Sherman is an Investment Adviser Representative at Abraham & Co. and President of ClearPath Financial & Insurance Solutions, LLC. Through ClearPath Financial, he works to promote financial literacy throughout California. He has a background in state and federal rules regulating retirement planning.
Professional designations
Listed by Abraham & Co.
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Matthew Sherman is registered as an investment adviser representative in 6 states. The first approvals date from October 2021; the most recent is Oregon, in March 2025.
- ArizonaSince 29 February 2024
- CaliforniaSince 5 October 2021
- NevadaSince 21 February 2025
- OregonSince 5 March 2025
- TexasSince 9 February 2024
- WashingtonSince 5 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Philip Sherman
- CRD
- 7371616
- Firm
- Abraham & Co. · CRD 299085
- Office
- 4740 Green River Rd, Ste 108, Corona, CA 92880
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- abrahamco.com
Where does Matthew Sherman work?
Matthew Sherman is an investment adviser representative registered through Abraham & Co., Inc. since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Sherman a financial advisor?
Yes. Matthew Sherman has a current investment-adviser registration in Arizona, California, Nevada, Oregon, Texas and Washington, through Abraham & Co. since October 2021.
How many years of experience does Matthew Sherman have?
Matthew Sherman has 5 years in the financial industry, since October 2021, across 1 adviser firm.
What exams has Matthew Sherman passed?
Matthew Sherman passed the Series 65 in April 2021.
Where is Matthew Sherman based?
Matthew Sherman’s registered office is in Corona, CA.
Is Matthew Sherman registered with FINRA?
No. Matthew Sherman has no current broker registration.
How can I verify Matthew Sherman’s record?
Search CRD 7371616 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Sherman’s full registration record.
