Matthew
Bracewell

Suntrust Advisory Services, Inc

CRD#5297858
Investment Advisor
in Atlanta, GA
Are you Matthew Bracewell? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Bracewell is a certified financial planner who works out of Atlanta, Georgia, who has been in the financial industry for 14 years. Bracewell currently works for Suntrust Advisory Services, Inc. Their career trajectory has included roles at Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services. Bracewell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Suntrust Advisory Services, Inc is a registered investment business based out of Atlanta, Georgia. The investment advisory business has offices in 1,572 locations and a total of 1,539 advisors. It oversees $19 billion in assets under management between its 41,105 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets. Suntrust Advisory Services, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fees usually are based on the type of services provided. Fees charged by Suntrust Advisory Services, Inc likely include asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

1155 Peachtree Street, Ne Ste 800 Md 2
Atlanta, GA 30309

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

GA Average: $3,570,121,308
Total Number of Employees

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Matthew Bracewell Work History

Matthew has 14 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2011 - Present (8 years)

Suntrust Investment Services, Inc

2004 - Present (15 years)

Suntrust Bank

Disclosures

Matthew Bracewell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started