Matt Scott Sherman

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 03/2017
  Learnvest Planning Services, Llc
  Scottsdale, AZ
• 03/2017 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Previous Registrations

• 2015-01-21 → 2017-04-03
  Learnvest Planning Services, Llc
  Scottsdale, AZ
• 2006-04-03 → 2014-09-05
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD., MALVERN, PA 19355 NAME OF BUSINESS: LIMITED AGENT FOR FAMILY MEMBER 1 INVESTMENT-RELATED: ADDRESS: PHOENIX/AZ START DATE: 10/2018 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 NAME OF BUSINESS: LIMITED AGENT FOR FAMILY MEMBER 2 INVESTMENT-RELATED ADDRESS: PHOENIX/AZ START DATE: 05/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-12
• S65 Uniform Investment Adviser Law Examination
  2006-04-01

Designations

• Certified Financial Planner

Other Names

• Matt Scott Sherman
• Matt Sherman