Matthew David Lubert

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

• 05/2019 → 08/2019
  Locumtenens.cOm
  Alpharetta, GA
• 01/2020 → 05/2020
  Forge Partners
  Atlanta, GA
• 06/2020 → 07/2020
  Berman Capital Advisors
  Atlanta, GA
• 07/2021 → 12/2021
  Goldman Sachs Ayco
  Atlanta, GA
• 07/2022 → 11/2023
  Truist Investment Services
  Charlotte, NC
• 08/2014 → 05/2018
  Blessed Trinity Catholic High School
  Roswell, GA
• 08/2018 → 05/2022
  Georgia Institute Of Technology
  Atlanta, GA
• 12/2022 → 11/2023
  Truist Advisory Services, Inc.
  Charlotte, NC
• 11/2023 → Present
  Truist Investment Services, Inc.
  Alpharetta, GA
• 11/2023 → Present
  Truist Advisory Services, Inc.
  Alpharetta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2022-10-17

Other Names

• Matthew Lubert