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Matthew Brian Sullivan

CONTRAVISORY INVESTMENT MANAGEMENT, INC.·NORWELL, Massachusetts
Unclaimed Profile
120 LONGWATER DRIVE, NORWELL, MA 02061CRD# 5479284Firm CRD# 109767
01

About

Matthew Brian Sullivan is a registered financial advisor based in NORWELL, Massachusetts, affiliated with CONTRAVISORY INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Financial Education
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
AUM
$551M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CONTRAVISORY INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars/workshops
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5479284
Firm CRD# 109767
No disclosures on file
View on FINRA BrokerCheck →

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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 in NORWELL
Jason Ingraham — KBC HOLDINGS LLCGregory Zaic — NEXUS INVESTMENT COMPANY, LLCThomas Edwin Hancock — NEXUS INVESTMENT COMPANY, LLCRobert Paul Mccarthy — KBC HOLDINGS LLCWilliam Nicholas Mckenna — DIVERSIFIED FINANCIAL MANAGEMENT INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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