Matthew John Grasso

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 05/2024
  Morgan Stanley Private Bank, N.A.
  Rochester, NY
• 05/2024 → Present
  Truist Investment Services, Inc
  Wilmington, NC
• 05/2024 → Present
  Truist Advisory Services, Inc
  Wilmington, NC

Previous Registrations

• 2015-11-03 → 2024-04-30
  Morgan Stanley
  Rochester, NY
  Williamsville, NY
  Buffalo, NY
  Geneva, NY
  Olean, NY
  Orchard Park, NY
  Pittsford, NY
  Rochester, NY
  Albany, NY
  Binghamton, NY
  Elmira, NY
  Glens Falls, NY
  Ithaca, NY
  Kingston, NY
  Oneonta, NY
  Potsdam, NY
  Poughkeepsie, NY
  Saratoga Springs, NY
  Latham, NY
  Skaneateles, NY
  Syracuse, NY
  Utica, NY
  Watertown, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12
• S63 Uniform Securities Agent State Law Examination
  2003-08-22

Other Names

• Matt Grasso
• Matthew John Grasso