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Matthew Barratt Main

Truist Advisory Services, Inc.

Rockville, MD

CRD 4890773

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-09-08
MD RA APPROVED 2016-09-12
  • VA RA
    APPROVED
    Since 2022-09-08
  • MD RA
    APPROVED
    Since 2016-09-12

Branch Locations

1445 Research Blvd Ste 225, Rockville, MD 20850 • 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
Suntrust Investment Services, Inc Atlanta GA 09/2015 06/2021
Suntrust Advisory Services Atlanta GA 09/2016 06/2021
Truist Investment Services Inc. Potomac MD 06/2021 11/2025
Truist Investment Services Inc. Potomac MD 06/2021 11/2025
Truist Investment Services, Inc Potomac MD 11/2025 Present
Truist Advisory Services, Inc Potpmac MD 11/2025 Present
  • 09/2015 → 06/2021
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → 06/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 06/2021 → 11/2025
    Truist Investment Services Inc.
    Potomac, MD
  • 06/2021 → 11/2025
    Truist Investment Services Inc.
    Potomac, MD
  • 11/2025 → Present
    Truist Investment Services, Inc
    Potomac, MD
  • 11/2025 → Present
    Potpmac, MD
Previous Registrations
  • 2010-10-21 → 2013-03-25
    Cetera Wealth Services, Llc
    Mercersburg, PA
  • 2010-06-07 → 2010-07-29
    Essex National Securities, Llc
    Oakdale, PA
    Mcmurray, PA
    Pittsburgh, PA
    Monaca, PA
    Washington, PA
    Wexford, PA
    Oakdale, PA
    Napa, CA
  • 2006-03-17 → 2010-06-02
    Uvest Financial Services Group, Inc.
    Monaca, PA
    Mcdonald, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Washington, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Mcmurray, PA
    Bridgeville, PA
    Pittsburgh, PA
    Oakdalw, PA
    Bridgeville, PA
    Indiana, PA
  • 2005-05-09 → 2005-11-01
    Bridgeville, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-06
  • S66 Uniform Combined State Law Examination
    2005-05-06
Other Names
  • Matthew B Main
  • Matthew B. Main
  • Matthew B Main
  • Matthew B. Main

View on SEC IAPD

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