Matthew Somerville Buddo

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

• 09/2015 → 12/2016
  Tavern On 4Th
  Greenville, NC
• 08/2012 → 12/2016
  East Carolina University
  Greenville, NC
• 12/2016 → 03/2017
  Unemployed
  Wake Forest, NC
• 03/2017 → 09/2017
  Axa Advisors, Llc
  Raleigh, NC
• 10/2017 → 04/2019
  Suntrust Bank
  Raleigh, NC
• 05/2019 → Present
  Suntrust Investment Services, Inc
  Atalnta, GA

Previous Registrations

• 2017-04-10 → 2017-09-22
  Equitable Advisors, Llc
  Raleigh, NC
  Wake Forest, NC
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2017-03-28

Designations

• Certified Financial Planner

Other Names

• Matt Buddo