Matthew SullivanCRD Number: 6044632
Current Firm: Piper Jaffray Investment Management, LLC
Matthew Sullivan (CRD# 6044632) is an Investment Advisor Representative working at Piper Jaffray Investment Management, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Piper Jaffray Investment Management LLC||Minneapolsi, MN||Aug 2013 - Current||4|
|Piper Jaffray||Minneapolis, MN||Jul 2013 - Current||4|
|Nfp Securities, Inc.||Baltimore, MD||Apr 2012 - Jun 2013||1|
|Riggs, Counselman, Michaels And Downes||Baltimore, MD||Jul 2010 - Jun 2013||2|
|Victaulic||Easton, PA||Jun 2008 - Jul 2010||2|
|Colgage University||Hamilton, NY||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management414MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$206,922,973
- A percentage of assets under your management
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
IL, KS, MN, NY, OR, PA, WI
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