Matthew Thomas Caras

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bonita Springs, FL
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Bonita Springs, FL
• 03/2017 → 02/2021
  Bb&T Securities
  Naples, FL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Naples, FL
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Naples, FL

Previous Registrations

• 2017-03-03 → 2021-02-17
  Bb&T Securities, Llc
  Naples, FL
  Richmond, VA
• 2006-01-03 → 2017-03-08
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Bonita Springs, FL
  Estero, FL
  Naples, FL
  Bonita Springs, FL
  Naples, FL
  Naples, FL
• 2003-07-23 → 2005-12-21
  Harrisdirect Llc
  Naples, FL
• 1994-12-16 → 2003-07-30
  Ubs Financial Services Inc.
  Naples, FL

Other Businesses

N/A POSITION: owner NATURE: I own a condominium and it is currently rented on an annual lease INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2021 ADDRESS: , Naples FL , United States DESCRIPTION: Landlord

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-08-13
• S65 Uniform Investment Adviser Law Examination
  1995-04-12

Designations

• Certified Financial Planner