Matthew
Shandlay
Truist Advisory Services, Inc
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About this Advisor
Matthew Shandlay is a financial advisor based in Lancaster, Pennsylvania with 3 years of relevant experience. Shandlay is an employee of Truist Advisory Services, Inc. During their career, Shandlay has held roles at Axa Advisors, LLC, M&T Securities, First National Bank Of Pa, Cetera Investment Services LLC, Bb&T Securities, LLC, Bb&T Bank, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Truist Investment Services, Inc, Bb&T and Cetera Investment Advisers LLC. Shandlay maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Truist Advisory Services, Inc is an advisory firm headquartered in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 employees. It controls $53 billion in total assets among its 125,600 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets. Truist Advisory Services, Inc provides a number of services, such as 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. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Truist Advisory Services, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
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 Shandlay Work History
Matthew has been registered as a financial advisor for 3 years.*
Truist Investment Services, Inc
Suntrust Advisory Services, Inc
Bb&T
Bb&T Securities, LLC
Suntrust Investment Services, Inc
Bb&T Bank
First National Bank Of Pa
Cetera Investment Services LLC
Cetera Investment Advisers LLC
M&T Securities
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Shandlay 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
Bel Air, MD
Knoxville, TN
Alexandria, VA
Myrtle Beach, SC
Tampa, FL
Richmond, VA
Chevy Chase, MD
Palm Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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