Matthew CurranCRD Number: 6095349
Current Firm: Suntrust Advisory Services, Inc.
Matthew Curran (CRD# 6095349) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Suntrust Advisory Services||Atlanta, GA||Aug 2016 - Current||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2013 - Current||5|
|Edward Jones||St Louis, MO||Jul 2012 - Mar 2013||< 1|
|Jpmorgan Chase||Tampa, FL||Jul 2009 - Jul 2012||3|
|Capital One||Tampa, FL||Mar 2007 - Jul 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV