Matthew Stephenson Bryant
Investment adviser representative at D.A. Davidson & Co.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$41.8BFirm assets
Are you Matthew Stephenson Bryant? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- D.A. Davidson & Co.Oct 2023 to now
- Truist Advisory Services, Inc.Feb 2021 to Oct 2023
- Truist Investment Services, Inc.Feb 2021 to Oct 2023
- Bb&t Securities, LLCJan 2018 to Feb 2021
- BbtisJun 2013 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 5404854
- Firm CRD
- 199