Matthew S. Burd
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 Sullivan Burd was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2021. Matthew had worked at 1 firm and has passed the Series 63, Series 22TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 1, 2021 - September 29, 2026
THE M & A GROUP LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 22TO
Passed: 10/1/2021
Direct Participation Programs Representative ExaminationCurrent Firm
THE M & A GROUP LLC
CRD#: 144909 / SEC#: , 8-67684
Contact information
FINRA licenses (51 States and Territories)
Documents
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.
