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Matthew John Grasso

Truist Advisory Services, Inc.

Wilmington, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-28
  • NC RA
    APPROVED
    Since 2024-08-28

Branch Locations

101 N 3Rd St Fl 3, Wilmington, NC 28401 • 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
Morgan Stanley Private Bank, N.A. Rochester NY 10/2015 05/2024
Truist Investment Services, Inc Wilmington NC 05/2024 Present
Truist Advisory Services, Inc Wilmington NC 05/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-12
S63 Uniform Securities Agent State Law Examination 2003-08-22
  • 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

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
MORGAN STANLEY

Other Investors

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Gary R Bechtold
EDWARD MONTGOMERY KNOX
TIMOTHY CALHOUN GRAY
EMILY ROGERS HARVEY
CHARLES WARREN MINTZ
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JOHN DAVID THOMAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

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