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Matthew W. Hull

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CRD#: 5802910
MH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew W Hull, who also goes by Matthew Hull, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2010. Matthew had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matthew Hull

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.
I currently serve as a Partner for Sandy Hill Investors, LLC which is an investment- related business. Sandy Hill is located at 64 Birch Hill Road, Locust Valley, NY 11560. Sandy Hill was formed to undertake private equity, investment and merchant banking transactions. My start date was October 12, 2015 and I devote approximately 30 hours per week to this activity. I am responsible for business development.

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CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 18, 2022 - December 22, 2022

GARY GOLDBERG PLANNING SERVICES

RIA
CRD#: 173565
LOCUST VALLEY, NY
Past

October 15, 2015 - December 22, 2022

GARY GOLDBERG & CO., LLC

BD
CRD#: 47957
LOCUST VALLEY, NY
Past

June 22, 2015 - October 9, 2015

CANDLEWOOD SECURITIES, LLC

BD
CRD#: 126042
CLEVELAND, OH
Past

August 3, 2011 - August 8, 2013

BLACKSTONE SECURITIES PARTNERS L.P.

BD
CRD#: 17917
NEW YORK, NY
Past

August 9, 2010 - September 1, 2010

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/18/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/22/2012
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GG
GARY GOLDBERG PLANNING SERVICES
1879 ADVISORS | GARY GOLDBERG PLANNING SERVICES, LLC | GARY GOLDBERG PLANNING SERVICES | GARY GOLDBERG FINANCIAL SERVICES | BRUDERMAN PRIVATE WEALTH SERVICES | BRUDERMAN ASSET MANAGEMENT, LLC

CRD#: 173565 / SEC#: 801-81097

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Contact information


Main Address
119 Birch Hill Rd, Locust Valley, NY 11560
Mailing Address
Phone number
(516) 609-0291
Established
Firm type
Fiscal year end
# of Employees
26

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts488
AUM (Assets Under Management)$ 485,557,733

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.

Company Information


GARY GOLDBERG PLANNING SERVICES

CRD#: 173565

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