Matthew Thomas Reed

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

• 01/2019 → 06/2019
  Not Employed
  Libertyville, IL
• 08/2018 → 01/2019
  Student- Clemson University
  Clemson, SC
• 05/2018 → 08/2018
  Edward Jones Investments
  Grayslake, IL
• 08/2017 → 05/2018
  Student- Clemson University
  Clemson, SC
• 05/2017 → 08/2017
  Rust-Oleum
  Vernon Hills, IL
• 08/2016 → 05/2017
  Student- Clemson University
  Clemson, SC
• 07/2019 → 02/2021
  Sun Trust Bank
  Atlanta, GA
• 07/2019 → 07/2020
  Suntrust Investment Services, I Nc.
  Atlanta, GA
• 10/2019 → 02/2021
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 07/2020 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 02/2021 → 07/2022
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → 07/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 07/2022 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 07/2022 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30

Designations

• Certified Financial Planner

Other Names

• Matt Reed