Matthew Sinkovitz, financial advisor Beachwood OH
90 score

Matthew Sinkovitz

CRD Number: 6162699
Current Firm: Gratry & Company, LLC

Matthew Sinkovitz (CRD# 6162699) is an Investment Advisor Representative working at Gratry & Company, LLC in Beachwood, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Gratry & Company LLC Shaker Heights, OH May 2002 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Matthew D. Sinkovitz
Phone Number: 216-283-8423
Firm Website: http://www.gratry.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $620,540
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, KS, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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