Matthew Terry

Current Employers

Employment History

• 02/2020 → Present
  Preservation Specialists, Llc
  Columbia, SC
• 08/2019 → 12/2019
  Clemson University
  Clemson, SC
• 06/2015 → 01/2020
  The Springs Company
  Fort Mill, SC
• 01/2013 → 08/2020
  White Plains Country Club
  Pageland, SC
• 01/2018 → 12/2018
  Clemson University
  Clemson, SC
• 05/2019 → 08/2019
  Preservation Specialists, Llc.
  Columbia, SC
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2020-10-19 → 2022-09-30
  Kalos Management
  Ponte Vedra Beach, FL
  Columbia, SC

Other Businesses

1. Terry Brothers Tax, Is Not Investment Related, 182 Cornerstone Ln, , Lexington, SC, 29073, United States, Tax Professional, Co-Founder, 1/1/2025, 10 hours per month, 0 hours per month during trading hours, Other Compensation, As an Enrolled Agent (EA), I am federally licensed to represent taxpayers before the IRS. While I do not provide tax advice in my role as a Registered Representative, my background in tax planning allows me to consider potential tax implications when helping clients align their investment strategy with their overall financial goals. Any specific tax advice or preparation is offered separately and outside the scope of my investment advisory services. 2. Preservation Specialists, LLC, Is Investment Related, 700 SATURN PKWY, Columbia, SC, 29212, United States, Finance, Partner, Financial Advisor, 7/1/2022, 160 hours per month, 5 hours per month during trading hours, Salary Compensation, As a financial advisor, I engage in advising clients on a range of financial matters with the aim of helping them achieve their financial goals. My typical responsibilities include: Assessing client financial needs, goals, and risk tolerance to create personalized financial plans, Advising on investment strategies, asset allocation, and portfolio management, Offering guidance on retirement planning, tax strategies, and estate planning, Conducting regular reviews of financial plans and investment portfolios to ensure alignment with clients' objectives, Monitoring market trends and economic factors to provide informed recommendations, Complying with regulatory requirements and maintaining ethical standards in all client interactions. These duties are integral to providing clients with comprehensive financial advice and assisting them in making informed financial decisions. 3. Cash Money, LLC, Is Not Investment Related, 205 N Lee St, , Jefferson, SC, 29718, United States, Marketing, Founder, 7/1/2022, 1 hours per month, 0 hours per month during trading hours, I operate an LLC used solely as a business entity to receive 1099 compensation from my work as a financial advisor. The LLC does not conduct any separate advisory, brokerage, or client-facing business activities. It is used only for the administration of income and ordinary business expenses related to my role with my primary employer

Exams

• S66 Uniform Combined State Law Examination
  2020-06-15

Other Names

• Matthew T Terry