Matthew Sullivan has been an investment adviser representative at RBG Wealth Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners. Matthew Sullivan holds a Bachelor of Accountancy with Minor in Finance from the University of Mississippi and a Master of Accountancy from the University of Mississippi.
RBG Wealth Advisors LLC is a Memphis, TN firm with $155M under management, 80 clients and 4 advisers in one office, as of its March 2026 filing.
Matt Sullivan is Associate Advisor of RBG Wealth Advisors LLC, based in Memphis, TN. He began his career in the Audit Group of Reynolds, Bone & Griesbeck (RBG), where he served as an Audit Senior. As an Associate Advisor, he works directly with individuals, families and business owners on financial planning and investment advisory services.
- RBG Wealth Advisors LLCCurrent– present · under a yearMemphis, TN · Adviser representative · Firm CRD 319486
Professional designations
Listed by RBG Wealth Advisors
- CPA
Investment adviser representative registrations
Matthew Sullivan is registered as an investment adviser representative in 2 states. Each was approved in April 2026.
- TennesseeSince 10 April 2026
- TexasSince 9 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Peter Sullivan
- CRD
- 8235474
- Firm
- RBG Wealth Advisors · CRD 319486
- Office
- 5100 WHEELIS DR, SUITE 211, Memphis, TN 38117
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rbgwa.com
Where does Matthew Sullivan work?
Matthew Sullivan is an investment adviser representative registered through RBG Wealth Advisors LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Sullivan a financial advisor?
Yes. Matthew Sullivan has a current investment-adviser registration in Tennessee and Texas, through RBG Wealth Advisors since April 2026.
How many years of experience does Matthew Sullivan have?
Matthew Sullivan has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Matthew Sullivan passed?
Matthew Sullivan passed the Series 65 in March 2026.
Where is Matthew Sullivan based?
Matthew Sullivan’s registered office is in Memphis, TN.
Is Matthew Sullivan registered with FINRA?
No. Matthew Sullivan has no current broker registration.
How can I verify Matthew Sullivan’s record?
Search CRD 8235474 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Sullivan’s full registration record.
