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Matthew Brian Sullivan

CONTRAVISORY INVESTMENT MANAGEMENT, INC.·NORWELL, Massachusetts
Series 65Clean record18 years registeredCONTRAVISORY INVESTMENT MANAGEMENT, INC.
120 LONGWATER DRIVE, NORWELL, MA 02061CRD# 5479284Firm CRD# 109767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Brian Sullivan · NORWELL, MA
Registration
CRD #5479284 · CONTRAVISORY INVESTMENT MANAGEMENT, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Mar 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 17, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD 109767 · SEC 801-9168
AUM
$551M
Regulatory assets under management
Employees
6
559 client accounts
Services offered by CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars/workshops
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CONTRAVISORY INVESTMENT MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Matthew Brian Sullivan offer?
Matthew Brian Sullivan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Financial Education. Contact their office in NORWELL, Massachusetts for a consultation.
What are Matthew Brian Sullivan's credentials?
Matthew Brian Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Brian Sullivan located?
Matthew Brian Sullivan is based in NORWELL, Massachusetts, working with CONTRAVISORY INVESTMENT MANAGEMENT, INC.. Their office serves clients in the NORWELL metropolitan area and surrounding communities.
How does Matthew Brian Sullivan charge for services?
Matthew Brian Sullivan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTRAVISORY INVESTMENT MANAGEMENT, INC.?
CONTRAVISORY INVESTMENT MANAGEMENT, INC. has approximately 6 employees and manages $551M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Philip Anthony Noonan
NORWELL, MA
William Mark Noonan
NORWELL, MA

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