Matthew Thomas Reed
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Investment Services, Inc.Feb 2021 to now
- Truist Advisory Services, Inc.Oct 2019 to now
- Suntrust Investment Services, Inc.Jul 2020 to Feb 2021
- Suntrust Advisory Services, IncOct 2019 to Feb 2021
- Sun Trust BankJul 2019 to Feb 2021
- Suntrust Investment Services, I Nc.Jul 2019 to Jul 2020
- Not EmployedJan 2019 to Jun 2019
- Student- Clemson UniversityAug 2018 to Jan 2019
- Edward Jones InvestmentsMay 2018 to Aug 2018
- Student- Clemson UniversityAug 2017 to May 2018
- Rust-oleumMay 2017 to Aug 2017
- Student- Clemson UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7128076
- Firm CRD
- 283390