Matthew W. Mckean

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

• 01/1996 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2018 → 08/2019
  Bank Of America Na
  New York, NY
• 08/2021 → 11/2023
  Jpmorgan Chase Bank Na
  Fort Lauderdale, FL
• 08/2021 → 11/2023
  Jpmorgan Securities Llc
  Fort Lauderdale, FL
• 03/2019 → 03/2019
  New Caps Llc
  New York, NY
• 09/2019 → 07/2021
  Unemployed
  Edgewater, NJ
• 03/2026 → Present
  Truist Investment Services, Inc.
  Fort Lauderdale, FL
• 03/2026 → Present
  Truist Advisory Services, Inc.
  Fort Lauderdale, FL
• 12/2023 → 02/2026
  Fiduciary Trust
  Boca Raton, FL

Previous Registrations

• 2021-12-07 → 2023-11-11
  J.P. Morgan Securities Llc
  Ft. Lauderdale, FL
• 2001-02-08 → 2019-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
  New York, NY
  Florham Park, NJ
  Florham Park, NJ
  Paramus, NJ
  New York, NY
  Wayzata, MN
  New York, NY

Other Businesses

INTERNATIONAL SWIMMING HALL OF FAME POSITION: Treasurer NATURE: The International Swimming Hall of Fame, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2021 ADDRESS: Fort Lauderdale FL, United States DESCRIPTION: Executive Committee Member and Treasurer (no check writing or funds transfer capability).

Exams

• S66 Uniform Combined State Law Examination
  2021-12-06
• S63 Uniform Securities Agent State Law Examination
  1986-06-02

Other Names

• Matthew Wallraven Mckean