Matthew Scott Nadeau

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

• 09/2014 → 10/2020
  Bank Of America, N.A.
  Charlotte, NC
• 09/2014 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 10/2020 → 01/2021
  First Citizens Investor Services
  Raleigh, NC
• 01/2021 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2021 → 02/2021
  Bb&T Bank
  High Point, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  High Point, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2021-01-28 → 2021-02-17
  Bb&T Securities, Llc
  High Point, NC
  Charlotte, NC
  Richmond, VA
• 2020-10-09 → 2021-01-25
  First Citizens Investor Services, Inc.
  Greensboro, NC
  Raleigh, NC
• 2014-09-12 → 2020-10-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Cornelius, NC
  Cornelius, NC
  Charlotte, NC
  Concord, NC
  Greensboro, NC
  High Point, NC
• 2013-10-30 → 2014-06-10
  Wells Fargo Clearing Services, Llc
  Advance, NC
  Winston Salem, NC

Exams

• S66 Uniform Combined State Law Examination
  2013-10-30
• S63 Uniform Securities Agent State Law Examination
  2007-06-25

Other Names

• Matthew Nadeau
• Matthew Scott Nadeau