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Matthew Mintzer

Piper Sandler & Co.

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About Matthew Mintzer

Matthew Mintzer is a financial professional with over 8 years of experience in the industry. Matthew is currently a registered representative with Piper Sandler & Co. and holds Series 3, 79, 63, and 24 licenses. Matthew has previously worked for BA Securities, LLC and Rothschild Inc. Matthew has a strong background in investment banking and has experience working with a variety of clients, including state or municipal government entities. Matthew has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service.

Firm Information

Matthew Mintzer is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Mintzer’s Registration & Firm History

NY

01/04/2021 - Present

Piper Sandler & Co. (NEW YORK NY)

NY

02/23/2018 - 01/07/2021

BA SECURITIES, LLC (NEW YORK NY)

NY

08/20/2015 - 01/17/2018

ROTHSCHILD INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/24/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 03/01/2011

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Mintzer.
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