Matthew Ross Shack

Current Employers

Employment History

• 02/2016 → 11/2017
  Transamerica Capital Inc
  Denver, CO
• 11/2017 → 01/2018
  Unemployed
  Pittsburgh, PA
• 01/2018 → 03/2018
  Voya Financial Advisors, Inc.
  White Oak, PA
• 03/2018 → Present
  Raymond James Financial Services, Inc
  Apollo, PA
• 03/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Apollo, PA
• 04/2018 → 12/2020
  Wolf Financial Services
  Hermitage, PA
• 04/2018 → 04/2025
  The Wealth Advisory Group Of Dilauro Wracher & Thomas
  Hermitage, PA
• 05/2025 → Present
  Ristvey Investment Group
  Hermitage, PA

Previous Registrations

• 2018-01-11 → 2018-03-02
  Voya Financial Advisors, Inc.
  White Oak, PA
  Pittsburgh, PA
• 2008-05-23 → 2016-01-14
  New York Life Investment Management Llc
  New York, NY

Other Businesses

(1)Name of Business: Shack Holdings LLC Address: 211 Cypress Lane, Cranberry Twp. , PA, 16066, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/24/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My brother and I will be acquiring land and property in the Raleigh, NC area. The land and property will ultimately be sold to a developer at a profit. Our aim is to hold these properties less than 5 years. (2) Ristvey Investment Group Address: 499 N Hermitage Rd, Hermitage, PA, Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 5/5/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor. Meet with clients, create financial plans, invest their money to help meet their goals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-22
• S63 Uniform Securities Agent State Law Examination
  2007-08-20