Matthew CurranCRD Number: 6095349
Current Firm: Suntrust Investment Services, Inc.
Matthew Curran (CRD# 6095349) is an Investment Advisor Representative working at Suntrust Investment 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 Investment Services, Inc.||Atlanta, GA||May 2013 - Current||4|
|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|
|Target||Wesley Chapel, FL||Jul 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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