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Matthew Brandon Schilpp

Truist Securities, Inc.

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About Matthew Brandon Schilpp

Matthew Brandon Schilpp is a financial professional with over 16 years of experience in the industry. Matthew is currently registered with Truist Securities, Inc. and is licensed in all 50 states and the District of Columbia. Matthew has a strong background in investment banking and has held previous positions at The Griswold Company, Incorporated. Matthew holds the Series 7, Series 63, Series 79TO, and SIE licenses.

Firm Information

Matthew Schilpp is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Schilpp’s Registration & Firm History

GA

09/19/2006 - Present

Truist Securities, Inc. (ATLANTA GA)

NY

06/19/2002 - 02/26/2003

THE GRISWOLD COMPANY, INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Brandon Schilpp.
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