Matthew Scott Dunckley
Investment adviser representative at Truist Advisory Services, Inc.
19 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Truist Investment Services, Inc.Feb 2021 to now
- Truist Advisory Services, Inc.Jun 2020 to now
- Suntrust Advisory Services, Inc.Jan 2020 to Feb 2021
- Suntrust BankMar 2019 to Feb 2021
- Suntrust Investment Services IncMar 2019 to Feb 2021
- J.P. Morgan Securities LLCOct 2012 to Mar 2019
- JP Morgan ChaseAug 2007 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5401249
- Firm CRD
- 283390