Matthew Somerville Buddo
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$77.4BFirm assets
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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
14 years in the industry.
- Truist Advisory Services, Inc.May 2019 to now
- Suntrust Investment Services, IncMay 2019 to now
- Suntrust BankOct 2017 to Apr 2019
- AXA Advisors, LLCMar 2017 to Sep 2017
- UnemployedDec 2016 to Mar 2017
- Tavern On 4thSep 2015 to Dec 2016
- East Carolina UniversityAug 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 6484350
- Firm CRD
- 283390