Matthew Day (CRD# 7130868) is an Investment Advisor Representative working at South State Advisory, Inc. in Greenville, SC and has 1 year of experience in the finance industry.
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South State Bank | Greenville, SC | May 2019 - Current | 1 |
| South State Bank | Mauldin, SC | Feb 2019 - Apr 2019 | < 1 |
| South State Bank | Columbia, SC | Sep 2017 - Feb 2019 | 1 |
| South State Bank | Greenville, SC | Feb 2014 - Sep 2017 | 3 |
| Suuperior Fibers | Irving, TX | Sep 2013 - Feb 2014 | < 1 |
| South State Bank | Greenville, SC | Aug 2012 - Aug 2013 | 1 |
| Unemployed | Greer, SC | May 2012 - Aug 2012 | < 1 |
| Clemson University | Clemson, SC | May 2009 - May 2012 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- GA
- NC
- SC
- VA
-
Total Assets Under Management2,346MILLIONS
-
Total Number of Accounts283ACCOUNTS
-
Average Account Value$8,291,462
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, FL, GA, MD, NC, NJ, NY, SC, TX, VA
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