Matthew Schultz Devries

Employer firm

Bragg Financial Advisors Inc CRD 108780

$4.67B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Bragg Financial Advisors, Inc.
  Charlotte, NC

Other Businesses

Camp Luck - Located in Cherryville, NC, Non-profit, Relationship started January 2025, Member of the Investment Committee - investment related, zero hours will be spent on this activity during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-03-16

Designations

• Chartered Financial Analyst