GM
Gregory P. Mathey
TRUIST ADVISORY SERVICES
PORT SAINT LUCIE, FL 34986
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CRD#: 2752184
GM
Professional summary
Gregory Patrick Mathey, who also goes by Greg Mathey, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Port Saint Lucie, Florida and TRUIST INVESTMENT SERVICES, INC. located in Jensen Beach, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gregory has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Mathey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Patrick Mathey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1301 Nw Saint Lucie West Blvd, Port Saint Lucie, FL 34986RIA
CRD#: 283390
PORT SAINT LUCIE, FL
Current
April 7, 2006 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1170 Ne Jensen Beach Blvd, Jensen Beach, FL 34957Office #2: 815 S Parrott Ave, Okeechobee, FL 34974Office #3: 10585 S Us Highway 1, Port Saint Lucie, FL 34952Office #4: 1301 Nw Saint Lucie West Blvd, Port Saint Lucie, FL 34986BD
CRD#: 17499
JENSEN BEACH, FL
Past
January 24, 2007 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
VERO BEACH, FL
Past
July 31, 2003 - March 6, 2006
J. B. HANAUER & CO.
RIA
CRD#: 6958
HALLANDALE, FL
Past
October 15, 2001 - March 6, 2006
J. B. HANAUER & CO.
BD
CRD#: 6958
PARSIPPANY, NJ
Past
June 11, 1997 - October 24, 2001
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/23/2024)
RR
Arkansas(1/25/2007)
RR
California(3/16/2022)
RR
Colorado(7/10/2025)
RR
Connecticut(1/3/2022)
RR
Florida(4/7/2006)
IAR
Florida(9/9/2016)
RR
Georgia(4/7/2006)
RR
Illinois(7/25/2012)
RR
Indiana(7/10/2025)
RR
Maine(9/14/2023)
RR
Maryland(1/13/2010)
RR
Massachusetts(4/22/2009)
RR
Michigan(1/25/2007)
RR
New Hampshire(8/23/2024)
RR
New Jersey(1/25/2007)
RR
New York(1/6/2009)
RR
North Carolina(1/12/2022)
RR
Ohio(2/10/2022)
RR
Oklahoma(4/4/2022)
RR
Oregon(6/17/2014)
RR
Pennsylvania(2/11/2011)
RR
Puerto Rico(1/3/2008)
RR
Rhode Island(7/10/2025)
RR
South Carolina(5/20/2022)
RR
Tennessee(2/19/2025)
RR
Texas(7/10/2025)
RR
Utah(7/10/2025)
RR
Vermont(5/23/2012)
RR
Virginia(5/24/2024)
RR
Washington(1/19/2022)
RR
West Virginia(9/10/2024)
RR
Wisconsin(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Port Saint Lucie, FL 34986TRUST BUT VERIFY
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Contact information
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