Matthew Stephen Simmons

Employer firm

Salem Investment Counselors Inc CRD 104855

$4.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2008 → 07/2021
  Bb&T Asset Management
  Winston-Salem, NC
• 07/2021 → 12/2021
  Truist Advisory Services, Inc.
  Winston Salem, NC
• 01/2022 → Present
  Salem Investment Counselors
  Winston Salem, NC

Previous Registrations

• 2021-08-27 → 2021-11-04
  Truist Advisory Services, Inc.
  Winston Salem, NC
• 2010-01-08 → 2010-11-11
  Bb&T Asset Management, Inc.
  Winston-Salem, NC
• 2006-02-21 → 2008-08-14
  Citigroup Global Markets Inc.
  Winston-Salem, NC
  Winston-Salem, NC
  New York, NY
  Winston-Salem, NC
• 2004-10-28 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Winston-Salem, NC

Exams

• S66 Uniform Combined State Law Examination
  2004-10-27
• S65 Uniform Investment Adviser Law Examination
  1999-07-30

Designations

• Chartered Financial Analyst