Matthew
Day
Southstate Advisory, Inc
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About this Advisor
Matthew Day is a financial advisor operating out of Greenville, South Carolina who has 4 years of industry experience. Day is currently employed by Southstate Advisory, Inc. Day has gained experience at South State Bank and Suuperior Fibers. Day maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Georgia and South Carolina. Southstate Advisory, Inc is a firm operating out of Columbia, SC. It has offices in seven locations and a total of 20 financial advisors. It oversees $3 billion in total assets between its 384 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 23 charitable organizations. Of its 384 accounts, 24% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Southstate Advisory, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management vary depending on which services the firm provides the client. Fee types billed by Southstate Advisory, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southstate Advisory, Inc Brokerage Details
$3,116,698,205
20
384
$8,116,402
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Day Work History
Matthew has been registered as a financial advisor for 4 years.*
South State Bank
South State Bank
South State Bank
South State Bank
Suuperior Fibers
South State Bank
*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 Day 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 Southstate Advisory, Inc
Columbia, SC
Savannah, GA
Greenville, SC
Columbia, SC
Columbia, SC
Columbia, SC
Greenville, SC
Columbia, SC
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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