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Matthew Morrissey

Performance Trust Capital Partners, LLC

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About Matthew Morrissey

Matthew Morrissey is a financial advisor in Chicago, Illinois with Performance Trust Capital Partners, LLC. Matthew has been in the industry since December 16, 2021 and has passed the Series 7, 63, 79 and SIE exams. Matthew is registered with the state of Illinois.

Firm Information

Matthew Morrissey is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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Matthew Morrissey’s Registration & Firm History

IL

12/17/2021 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Morrissey.
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