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Matthew Allen Shelton

Shelton Financial Advisors, LLC

Mill Valley, CA

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Current Employers
Shelton Financial Advisors, Llc

Mill Valley, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-13
  • CA RA
    APPROVED
    Since 2025-10-13

Branch Locations

Mill Valley, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed San Francisco CA 02/2000 Present
Shelton Financial Advisors, Llc Mill Valley CA 02/2001 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-02
  • S63 Uniform Securities Agent State Law Examination
    1994-05-02
Other Names
  • Mathew Allen Shelton
  • Matt Shelton

View on SEC IAPD

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