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Matthew Brantley Johnson

Truist Advisory Services, Inc.

Raleigh, NC

CRD 6192393

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-11-05
TX RA APPROVED 2021-04-15
NC RA APPROVED 2021-02-17
  • LA RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2021-04-15
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

3605 Glenwood Ave Fl 5, Raleigh, NC 27612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Securities Raleigh NC 08/2016 02/2021
Truist Investment Services, Inc. Raleigh NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 08/2016 → 02/2021
    Bb&T Securities
    Raleigh, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Raleigh, NC
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2016-08-03 → 2021-02-17
    Bb&T Securities, Llc
    Raleigh, NC
    Richmond, VA
  • 2013-06-17 → 2016-08-11
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Wilson, NC
    Greenville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-14
  • S66 Uniform Combined State Law Examination
    2013-06-14
Designations
  • Certified Financial Planner
Other Names
  • Matthew Johnson

View on SEC IAPD

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