Matthew Sherlock, financial advisor Loudon TN

Matthew Sherlock

CRD Number: 6325247
Current Firm: Truist Advisory Services, Inc.

Matthew Sherlock (CRD# 6325247) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Loudon, TN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Atlanta, GA Mar 2019 - Current 5
Truist Advisory Services,inc. Atlanta, GA Mar 2019 - Current 5
Valic Financial Advisors, Inc. Knoxville, TN Jun 2015 - Mar 2019 3
Edward Jones St Louis, MO Apr 2014 - Jun 2015 1
Unemployed N/a, TN Nov 2011 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Matthew Sherlock
Phone Number: 404-813-7713
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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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