Perry Mathew Sutton
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
2 statesRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Perry Mathew Sutton? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Truist Advisory Services, Inc.Jul 2025 to now
- Truist Investment Services, IncJul 2025 to now
- Commonwealth Financial NetworkJun 2019 to Jul 2025
- Wsfs Wealth InvestmentsJun 2019 to Jul 2025
- Citizens Securities, Inc.Jan 2017 to May 2019
- Morgan Stanley Private Bank, National AssociationJan 2016 to Jan 2017
- Morgan Stanley Smith Barney LLCJan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (AL, NJ).
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
- 5699973
- Firm CRD
- 283390