Matthew Ryan Brandon
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
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
18 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2026 to now
- Raymond James Financial Service, Inc.Aug 2026 to now
- Pinnacle Asset ManagementJul 2026 to now
- Pinnacle BankJul 2026 to now
- First Citizens Investor Services, Inc.Jan 2021 to Jun 2026
- First Citizens BankOct 2020 to Jun 2026
- Bb&t Securities, LLCJan 2018 to Sep 2020
- Bb&tSep 2008 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6895953
- Firm CRD
- 149018