Matthew Aven, financial advisor Northbrook IL
90 score

Matthew Aven

CRD Number: 5462530
Current Firm: Sbb Research Group LLC

Matthew Aven (CRD# 5462530) is an Investment Advisor Representative working at Sbb Research Group LLC in Northbrook, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sbb Research Group LLC Northbrook, IL Jan 2011 - Current 5
Rochdale Securities Stamford, CT Nov 2010 - Dec 2010 < 1
Wa Industries Buffalo Grove, IL Jun 2010 - Nov 2010 < 1
Gfi Group New York, NY Jun 2007 - May 2010 2
Hitachi Schaumburg, IL Mar 2005 - Jun 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Matthew L. Aven
Phone Number: 847-656-1111
Firm Website: http://www.sbbrg.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $12,422,280
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL

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

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