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Gregory Patrick Mathey

Truist Advisory Services, Inc.

Port Saint Lucie, FL

CRD 2752184

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-09-09
  • FL RA
    APPROVED
    Since 2016-09-09

Branch Locations

1301 Nw Saint Lucie West Blvd, Port Saint Lucie, FL 34986 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 08/2015 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 08/2015 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2003-07-31 → 2006-03-06
    J. B. Hanauer & Co.
    Hallandale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-23
S63 Uniform Securities Agent State Law Examination 1997-06-25
  • S65 Uniform Investment Adviser Law Examination
    2000-08-23
  • S63 Uniform Securities Agent State Law Examination
    1997-06-25
Other Names
  • Greg Mathey

View on SEC IAPD

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