Matthew David Lubert
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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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
12 years in the industry.
- Truist Advisory Services, Inc.Dec 2022 to now
- Truist Investment Services, Inc.Jul 2022 to now
- Goldman Sachs AycoJul 2021 to Dec 2021
- Berman Capital AdvisorsJun 2020 to Jul 2020
- Forge PartnersJan 2020 to May 2020
- Locumtenens.comMay 2019 to Aug 2019
- Georgia Institute of TechnologyAug 2018 to May 2022
- Blessed Trinity Catholic High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7420463
- Firm CRD
- 283390