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Matthew Reid Herring

Raymond James & Associates, Inc.

Dunwoody, GA

CRD 7450461

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-19
GA RA APPROVED 2022-01-24
  • TX RA
    APPROVED
    Since 2023-01-19
  • GA RA
    APPROVED
    Since 2022-01-24

Branch Locations

1370 Center Drive Suite 202, Dunwoody, GA 30338 • 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
Raymond James Atlanta GA 09/2021 Present
Choice Payroll Inc Alpharetta GA 08/2016 09/2021
  • 09/2021 → Present
    Raymond James
    Atlanta, GA
  • 08/2016 → 09/2021
    Choice Payroll Inc
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-20
  • S66 Uniform Combined State Law Examination
    2022-01-20

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
NEWEDGE ADVISORS
HWM WEALTH MANAGEMENT LLC

Nearby Investors

ISAAC RAY WHITMORE
JOSHUA MENTLE
JASON MICHAEL JANSEN

Nearby Offices

STRATEGIC ADVISERS LLC · DUNWOODY, GA
NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA

More in Dunwoody, GA

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