Matthew S. Senter
Professional summary
Matthew Stephen Senter is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Dallas, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Stephen Senter's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 10, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 100 Crescent Court Suite 1150, Dallas, TX 75201November 4, 2022 - July 25, 2023
WPA FAMILY OFFICE, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/10/2023)
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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#: 283390Dallas, TX 75201TRUST BUT VERIFY
Monitor Matthew Senter
Get automatic monthly alerts on:
