Dawson Mateo-Cruz Moreno

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

• 10/2020 → 10/2021
  The Mather Group
  Houston, TX
• 09/2015 → 01/2019
  Zest Atlanta Catering
  Atlanta, GA
• 06/2015 → 10/2020
  Tuxedo Mechanical
  Atlanta, GA
• 11/2021 → 01/2022
  Unemployed
  Atlanta, GA
• 01/2022 → Present
  Truist Investment Services, Inc
  Atlanta, GA
• 01/2019 → 10/2020
  Unemployed
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-03-03

Designations

• Certified Financial Planner