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EM

Eric D. Mattinson

TWIN CITY PRIVATE WEALTH
WINSTON-SALEM, NC 27101
Some features on this profile are disabled
CRD#: 5418710
EM

Professional summary

Eric David Mattinson, who also goes by Eric Mattinson, is a registered financial advisor currently at TWIN CITY PRIVATE WEALTH, LLC located in Winston-salem, North Carolina.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eric has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Mattinson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric David Mattinson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 20, 2021 - Present

TWIN CITY PRIVATE WEALTH, LLC

Office #1: 301 N Main Street Suite 1902, Winston-salem, NC 27101
RIA
CRD#: 315836
WINSTON-SALEM, NC
Past

January 15, 2013 - September 17, 2021

SEMMAX FINANCIAL ADVISORS, INC.

RIA
CRD#: 144978
WINSTON-SALEM, NC
Past

January 27, 2011 - August 3, 2012

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
WINSTON-SALEM, NC
Past

January 27, 2011 - August 3, 2012

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
WINSTON-SALEM, NC
Past

February 12, 2008 - October 26, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
HIGH POINT, NC
Past

October 23, 2007 - October 26, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HIGH POINT, NC

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".
TC
TWIN CITY PRIVATE WEALTH, LLC
DOGWOOD WEALTH ADVISORS, LLC | TWIN CITY PRIVATE WEALTH, LLC

CRD#: 315836 / SEC#: 801-130041

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
North Carolina
Registered Investment Advisory firm - (5/10/2024 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
North Carolina
(8/20/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/11/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/31/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/22/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TC
TWIN CITY PRIVATE WEALTH, LLC
DOGWOOD WEALTH ADVISORS, LLC | TWIN CITY PRIVATE WEALTH, LLC

CRD#: 315836 / SEC#: 801-130041

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
North Carolina
Registered Investment Advisory firm - (5/10/2024 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
301 N Main Street Suite 1902, Winston-salem, NC 27101
Mailing Address
Phone number
(336) 930-9494
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TWIN CITY PRIVATE WEALTH FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts480
AUM (Assets Under Management)$ 129,895,184

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TWIN CITY PRIVATE WEALTH, LLC

CRD#: 315836Winston-salem, NC 27101

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