Matthew Davison Keiss

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2013 → 02/2022
  Pruco Securities, Llc.
  Atlanta, GA
• 02/2013 → 02/2022
  The Prudential Insurance Company Of America
  Atlanta, GA
• 02/2022 → 02/2026
  Apogee Financial Partners
  Sandy Springs, GA
• 02/2022 → Present
  Equity Services, Inc.
  Montpelier, VT
• 02/2026 → Present
  Truoak Financial Partners Llc
  Sandy Springs, GA

Previous Registrations

• 2014-08-06 → 2022-03-09
  Pruco Securities, Llc.
  Atlanta, GA

Other Businesses

*TRUOAK FINANCIAL PARTNERS LLC, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, ONGOIN, INV REL, 02/25/2026, INSURANCE, AGENT, I AM AN INSURANCE AGENT THAT SELLS NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS, DURING TRD/HRS, 100%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-24
• S63 Uniform Securities Agent State Law Examination
  2013-04-04

Other Names

• Matthew Davidson Keiss