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Matthew Stephen Senter

Truist Advisory Services, Inc.

Dallas, TX

CRD 7579662

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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
TX RA APPROVED 2023-07-10
  • TX RA
    APPROVED
    Since 2023-07-10

Branch Locations

100 Crescent Court, Dallas, TX 75201 • 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
Brewer Attorneys & Counselors Dallas TX 05/2021 05/2022
Student Dallas TX 09/2012 05/2021
Wpa Family Office, Llc Dallas TX 06/2022 06/2023
Truist Advisory Services, Inc Dallas TX 06/2023 11/2025
Truist Advisory Services, Inc. Dallas TX 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-13
  • S65 Uniform Investment Adviser Law Examination
    2022-10-13

View on SEC IAPD

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