MP
Matthew D. Price
TRUIST ADVISORY SERVICES
CHARLOTTE, NC 28202
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CRD#: 6665372
MP
Professional summary
Matthew Dylan Price, who also goes by Dylan Price, Matthew Price, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charlotte, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Charlotte, North Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Matthew has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dylan Price | Matthew Price
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.
CHARLOTTE ECONOMICS CLUB POSITION: Treasurer NATURE: The Charlotte Economics Club's mission is to provide leadership in the use and understanding of economic information and industry trends that affect our region's economic growth. The Charlotte Economics Club (CEC) is an affiliate of the National Association of Business Economics (NABE). Our members include a variety of professionals in business, government, academia and nonprofit organizations from the greater Charlotte metropolitan area. The CEC hosts monthly luncheon meetings concerning and surrounding the following topics: -Public policy issues -Regional economic growth -Securities, investment and finance -International trade -Real Estate and land use -Environmental issues -Local business and industry INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: Charlotte NC, United States DESCRIPTION: Act as treasurer for the club paying vendors and allocating dues from members for events. AMERICAN CANCER SOCIETY POSITION: Ambassador NATURE: Serving on the board of ambassadors to engage community involvement in the organization's annual gala. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2023 ADDRESS: Charlotte NC, United States DESCRIPTION: Using my personal network to bring more involvement to the gala fundraiser. CROHN'S & COLITIS FOUNDATION POSITION: Board member NATURE: We are a non-profit, volunteer-fueled organization dedicated to finding cures for Crohn's disease and ulcerative colitis, and improving the quality of life of children and adults affected by these diseases. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Charlotte NC, United States DESCRIPTION: Assist in Foundation outreach and planning.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Dylan Price'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
May 18, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 214 N Tryon St Fl 46, Charlotte, NC 28202RIA
CRD#: 283390
CHARLOTTE, NC
Current
May 18, 2020 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 214 N Tryon St Ste 3 & Fl 33, Charlotte, NC 28202Office #2: 8816 Albemarle Rd, Charlotte, NC 28227Office #3: 12198 University City Blvd, Harrisburg, NC 28075Office #4: 185 N First St, Albemarle, NC 28001BD
CRD#: 17499
CHARLOTTE, NC
Past
June 15, 2017 - May 21, 2020
BB&T SECURITIES, LLC
RIA
CRD#: 142785
COLUMBIA, SC
Past
November 30, 2016 - May 21, 2020
BB&T SECURITIES, LLC
BD
CRD#: 142785
COLUMBIA, SC
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(5/18/2020)
RR
Arizona(5/18/2020)
RR
California(5/18/2020)
RR
Colorado(1/26/2022)
RR
Connecticut(5/18/2020)
RR
Delaware(5/18/2020)
RR
District of Columbia(5/18/2020)
RR
Florida(5/18/2020)
RR
Georgia(5/18/2020)
RR
Illinois(5/18/2020)
RR
Kansas(8/23/2022)
RR
Kentucky(9/29/2022)
RR
Louisiana(5/18/2020)
IAR
Louisiana(9/3/2025)
RR
Maine(5/18/2020)
RR
Maryland(5/18/2020)
RR
Massachusetts(5/18/2020)
RR
Michigan(5/18/2020)
RR
Mississippi(5/18/2020)
RR
Missouri(5/18/2020)
RR
Nevada(9/8/2021)
RR
New Hampshire(1/25/2022)
RR
New Jersey(5/18/2020)
RR
New York(5/18/2020)
RR
North Carolina(5/18/2020)
IAR
North Carolina(5/18/2020)
RR
Ohio(5/18/2020)
RR
Oregon(4/14/2022)
RR
Pennsylvania(5/18/2020)
RR
South Carolina(5/18/2020)
RR
Tennessee(5/18/2020)
RR
Texas(5/18/2020)
IAR
Texas(5/5/2022)
RR
Virginia(5/18/2020)
RR
Washington(5/18/2020)
RR
Wyoming(8/18/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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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.
