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Matthew Paul Monaco

Piper Sandler & Co.

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About Matthew Paul Monaco

Matthew Paul Monaco is a financial advisor with over 20 years of experience in the industry. Matthew currently works at Piper Sandler & Co. based out of the Memphis, TN office. Matthew has prior experience with Memphis Capital, Provenance Financial Inc. and other firms.

Firm Information

Matthew Monaco 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 Monaco’s Registration & Firm History

TN

07/31/2024 - Present

Piper Sandler & Co. (MEMPHIS TN)

TN

04/22/2016 - 07/23/2024

MEMPHIS CAPITAL (Memphis TN)

TN

04/24/2006 - 04/25/2016

PROVENANCE FINANCIAL INC. (MEMPHIS TN)

CA

10/06/2005 - 04/21/2006

AFA FINANCIAL GROUP, LLC (CALABASAS CA)

CO

09/06/2001 - 01/07/2005

FIRST MATRIX INVESTMENT SERVICES CORP. (DENVER CO)

TN

12/21/1999 - 08/20/2001

DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)

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Licenses & Designations

IA

Issued 08/09/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matthew Paul Monaco.
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