Matthew Leonard Orth

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

• 07/2015 → 08/2017
  Comerica Securities, Inc.
  Houston, TX
• 08/2011 → 08/2017
  Comerica Bank
  Houston, TX
• 09/2017 → Present
  Bb&T Bank
  Houston, TX
• 09/2017 → Present
  Bb&T Investments
  Charlotte, NC
• 01/2018 → Present
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Houston, TX
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Houston, TX
  Richmond, VA
• 2017-09-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Houston, TX
• 2016-05-24 → 2017-08-17
  Comerica Securities
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-05-24
• S63 Uniform Securities Agent State Law Examination
  2002-01-17