Matthew Lewarne

TRUIST ADVISORY SERVICES

CHARLESTON, SC 29464

Some features on this profile are disabled

CRD#: 7014363

Professional summary

Matthew Lewarne, who also goes by Matthew Glenwood Lewarne, Matthew Lewarne, Matthew G Lewarne, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charleston, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Mount Pleasant, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Matthew has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Glenwood Lewarne | Matthew Lewarne | Matthew G Lewarne

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.

I*136325 For profit or not for profit: For-Profit Organization Name of outside business organization: MGL Management, LLC Investment related: N Address of business: Moncks Corner, South Carolina 29461 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 7/1/2018 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC was formed to manage the single family rental properties I own, I am 100 percent owner, of the LLC. Main business is the collection of rental payments and cash flow. income received in excess of liabilities is 200/monthly from the one property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Lewarne'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

July 18, 2024 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 404 Johnnie Dodds Blvd, Charleston, SC 29464

RIA

CRD#: 283390

CHARLESTON, SC

Current

July 18, 2024 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 404 Johnnie Dobbs Blvd, Mount Pleasant, SC 29464Office #2: 404 Johnnie Dobbs Blvd, Mount Pleasant, SC 29464Office #3: 521 Main St, North Myrtle Beach, SC 29582

CRD#: 17499

MOUNT PLEASANT, SC

Past

March 3, 2021 - May 28, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MOUNT PLEASANT, SC

Past

March 3, 2021 - May 28, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MOUNT PLEASANT, SC

Past

November 21, 2019 - January 15, 2020

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

Mount Pleasant, SC

Past

November 21, 2019 - January 15, 2020

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

Mount Pleasant, SC

Past

February 11, 2019 - June 4, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GOOSE CREEK, SC

Past

January 9, 2019 - June 4, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GOOSE CREEK, 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".

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.

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

South Carolina
(7/18/2024)

IAR

South Carolina
(7/18/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/18/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/15/2021

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/9/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/14/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

Similar Advisors

Jackson Tiller

NYLIFE SECURITIES LLC

CHARLESTON, SC

Roger Johnson

ACT ADVISORS

IAR

Mt. Pleasant, SC

Jeremy Ellisor

CONVERGENT FINANCIAL GROUP

IAR

Mount Pleasant, SC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew Lewarne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Lewarne's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/2019

Series 63

Date: 1/18/2019

Series 7TO

Date: 4/15/2021

Series 6TO

Date: 1/9/2019

SIE

Date: 12/14/2018

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors