Matthew A. Tunney

TB SUNRIDGE ADVISORS LLC

Park City, UT 84098

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CRD#: 4865753

Professional summary

Matthew A Tunney, who also goes by Matthew Adam Tunney, is a registered financial advisor currently at TB SUNRIDGE ADVISORS LLC located in Park City, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Adam Tunney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew A Tunney's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 10, 2018 - Present

TB SUNRIDGE ADVISORS LLC

Office #1: 1090 Center Dr, Park City, UT 84098

RIA

CRD#: 295507

Park City, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/25/2022)

IAR

Utah
(12/6/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/13/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 6/4/2018

National Commodity Futures Examination

Current Firm

TB SUNRIDGE ADVISORS LLC

CRD#: 295507 / SEC#:

North Carolina

Registered Investment Advisory firm - (12/31/2020 Failure to Renew)

Ohio

Registered Investment Advisory firm - (12/31/2021 Failure to Renew)

Texas

Registered Investment Advisory firm - (1/25/2022 Approved)

Utah

Registered Investment Advisory firm - (12/6/2019 Approved)

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Contact information

Main Address

1090 Center Dr, Park City, UT 84098

Mailing Address

1389 Center Drive, Suite 200, Park City, UT 84098

Phone number

(435) 200-3137

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew A. Tunney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew A Tunney's CRS (Customer Relationship Summary).

Certified licenses

Experience

TB SUNRIDGE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/13/2018

Series 3

Date: 6/4/2018

Current Firm

TB SUNRIDGE ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

TB SUNRIDGE ADVISORS LLC

TRUST BUT VERIFY

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