Matthew McCauleyCRD Number: 7068688
Current Firm: Truist Advisory Services, Inc.
Matthew McCauley (CRD# 7068688) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Alpharetta, GA and has over 3 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Suntrust Advisory Services, Inc.||Atlanta, GA||Feb 2020 - Current||3|
|Suntrust Investment Services Inc.||Atlanta, GA||Feb 2019 - Current||4|
|Suntrust Bank||Alpharetta, GA||Feb 2019 - Current||4|
|Suntrust||Alpharetta, GA||Oct 2015 - Feb 2019||3|
|Chase||Alpharetta, GA||Oct 2014 - Oct 2015||1|
|Chase||Marietta, GA||Mar 2010 - Oct 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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