MB
Matthew S. Burlew
TRUIST ADVISORY SERVICES
LEXINGTON, KY 40507
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CRD#: 6057247
MB
Professional summary
Matthew Steven Burlew, CFP®, who also goes by Matt Burlew, Matthew Burlew, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Lexington, Kentucky and TRUIST INVESTMENT SERVICES, INC. located in Lexington, Kentucky.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Burlew | Matthew Burlew
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.
DOWNTOWN LEXINGTON PARTNERSHIP POSITION: Advisory Board Member NATURE: Downtown Lexington Partnership is a non-profit working to build a vibrant and economically powerful downtown in Lexington, KY. As an advisory board member, I will provide general guidance to the Downtown Lexington Partnership at quarterly meetings. Additionally I will volunteer at DLP sponsored events. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2019 ADDRESS: 316 West High Street, Lexington KY 40507
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Steven Burlew'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®
CFP®
Start date: 2014
Experience
Current
March 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 200 W Vine St, Lexington, KY 40507RIA
CRD#: 283390
LEXINGTON, KY
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 200 W Vine St Ste 200, Lexington, KY 40507BD
CRD#: 17499
Lexington, KY
Past
October 17, 2014 - March 2, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
October 17, 2014 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
July 12, 2012 - October 20, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LEXINGTON, KY
Past
June 8, 2012 - October 20, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LEXINGTON, KY
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(2/17/2021)
RR
Alaska(3/9/2021)
RR
Arizona(2/17/2021)
RR
Arkansas(3/30/2021)
RR
California(8/25/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(8/25/2021)
RR
Florida(2/17/2021)
RR
Georgia(3/6/2023)
RR
Illinois(8/25/2021)
RR
Indiana(2/17/2021)
RR
Kentucky(2/17/2021)
IAR
Kentucky(3/2/2021)
RR
Louisiana(2/17/2021)
RR
Maryland(8/25/2021)
RR
Michigan(5/25/2021)
RR
Minnesota(8/25/2021)
RR
Mississippi(8/2/2023)
RR
Missouri(3/23/2021)
RR
New York(8/25/2021)
RR
North Carolina(8/25/2021)
RR
Ohio(2/17/2021)
RR
Pennsylvania(8/25/2021)
RR
South Carolina(8/25/2021)
RR
Tennessee(2/17/2021)
RR
Texas(2/17/2021)
IAR
Texas(12/7/2021)
RR
Virginia(8/25/2021)
RR
Washington(5/6/2021)
RR
West Virginia(2/17/2021)
Exams
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
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
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Lexington, KY 40507TRUST BUT VERIFY
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