Matthew Day, financial advisor Greenville SC

Matthew Day

CRD Number: 7130868
Current Firm: Southstate Advisory, Inc.

Matthew Day (CRD# 7130868) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Greenville, SC and has over 5 years of experience in the finance industry.

Similar Advisors
Danielle Harmon, financial advisor Greenville SC
Danielle D. Harmon
CRD# 5253310
Boundless Financial
Similar Advisors
John Alexander, financial advisor Greenville SC
John C. Alexander
CRD# 4456936
Apex Capital Management LLC
Similar Advisors
Robert Allamon, financial advisor Greenville SC
Robert E. Allamon
CRD# 6162753
Oneascent Financial Services LLC
Company Name Location Dates Years
South State Bank Greenville, SC May 2019 - Current 5
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
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Matthew C. Day
Phone Number: 803-231-3492
Registered State(s):
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
    3,417
    MILLIONS
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $8,135,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, FL, GA, NC, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.