Matthew
Woodhouse

Truist Advisory Services, Inc

CRD#6263179
Investment Advisor
in Savannah, GA

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About this Advisor

Matthew Woodhouse is a financial advisor based in Savannah, Georgia, working with Truist Advisory Services, Inc. Matthew has previously held positions at Suntrust Investment Services, Inc, Suntrust Bank, Valic Financial Advisors, Inc, Truist Investment Services Inc, and Truist Advisory Services Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Matthew is part of Truist Advisory Services, Inc, which operates out of Savannah, Georgia. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

326 Mall Blvd
Savannah, GA 31406

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

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

2,105

GA Average: 58
Total Number of Accounts

124,201

GA Average: 1,608
Average Account Size

$494,117

GA Average: $2,220,225

Investment Advisory Services

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

Matthew Woodhouse Work History

2022 - Present (3 years)

Truist Investment Services Inc

2022 - Present (3 years)

Truist Advisory Services Inc

2015 - Present (10 years)

Valic Financial Advisors, Inc

2013 - 2015 (2 years)

Suntrust Investment Services,Inc

2008 - 2015 (7 years)

Suntrust Bank

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Disclosures

Please visit the SEC profile of Matthew Woodhouse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Samantha Becker
Charlotte, NC
Jose Reyes
Mc Lean, VA
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
John Bragg
Atlanta, GA
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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