Matthew Sullivan, financial advisor Garden City NY

Matthew Sullivan

CRD Number: 6335178
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Sullivan (CRD# 6335178) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden City, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Garden City, NY Oct 2017 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City, NY Nov 2016 - Current 5
Unemployed Garden City, NY Aug 2016 - Nov 2016 < 1
Camp Anchor Lido Beach, NY Jul 2016 - Aug 2016 < 1
Unemployed Garden City, NY May 2016 - Jul 2016 < 1
Georgetown University Washington, DC Aug 2012 - May 2016 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY May 2015 - Aug 2015 < 1
Aol Inc. New York, NY Jul 2014 - Aug 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY May 2014 - Jul 2014 < 1
Camp Anchor Lido Beach, NY Jun 2012 - Aug 2012 < 1
Garden City High School Garden City, NY Sep 2008 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Matthew R. Sullivan
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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