Natalie M. Cooper

MATTY AI

GREENVILLE, SC 29609

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CRD#: 6437048

Professional summary

Natalie Marie Cooper, who also goes by Natalie M Bryson, is a registered financial advisor currently at MATTY AI INC. located in Greenville, South Carolina.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Natalie has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Natalie M Bryson

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.

Balanced Bookmasters (owner/bookkeeper), non investment, Start Date: 1/2021, 912 Woodvine Rd, Asheville, NC 28803, provides bookkeeping services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Marie Cooper'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

March 17, 2022 - Present

MATTY AI INC.

Office #1: 5 Tryon Ave., Greenville, SC 29609

RIA

CRD#: 317016

GREENVILLE, SC

Past

January 26, 2015 - April 8, 2020

SENTRY WEALTH, INC.

RIA

CRD#: 171345

ASHEVILLE, 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".

MATTY AI INC.

MATTY AI INC. | MATTY INVESTMENTS, LLC

CRD#: 317016 / SEC#: 801-122590

RIA

Registered Investment Advisory firm - (10/29/2021 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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/2014

Uniform Investment Adviser Law Examination

Current Firm

MATTY AI INC.

MATTY AI INC. | MATTY INVESTMENTS, LLC

CRD#: 317016 / SEC#: 801-122590

RIA

Registered Investment Advisory firm - (10/29/2021 Approved)

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Contact information

Main Address

5 Tryon Ave., Greenville, SC 29609

Mailing Address

Phone number

(864) 888-7673

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATTY AI INC ADV BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 36,582

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.

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Natalie M. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Marie Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATTY AI INC.

SENTRY WEALTH, INC.

Primary Firm SEC Registration

MATTY AI INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2014

Current Firm

MATTY AI INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATTY AI INC.

TRUST BUT VERIFY

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