Matthew Peter Sullivan
Investment adviser representative at Rbg Wealth Advisors LLC
10 yearsExperience
2 statesRegistered in
$154.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rbg Wealth Advisors LLCFeb 2026 to now
- Reynolds, Bone & Griesbeck PlcJan 2021 to Feb 2026
- Buster's Liquors & WinesMay 2018 to Jan 2021
- University of MississippiAug 2017 to May 2018
- Newk\'s EateryMay 2017 to Aug 2017
- High School StudentFeb 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Rbg Wealth Advisors LLC
$154.8MAssets managed
80Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8235474
- Firm CRD
- 319486