Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Grasso is a financial advisor registered with Truist Advisory Services, Inc. He has been working in the industry since August 2002. Matthew is licensed to provide investment advisory services in North Carolina. He has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Matthew has provided investment advice at several financial institutions. His previous employers include Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, HSBC Securities (USA) Inc., and Bank of America Investment Services, Inc. Matthew's current firm provides a wide range of investment advisory services, including financial planning, portfolio management, and wrap fee products.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
08/28/2024 - Present
Truist Advisory Services, Inc. (WILMINGTON NC)
NY
10/27/2015 - 04/30/2024
MORGAN STANLEY (Williamsville NY)
NY
01/26/2010 - 10/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
06/22/2009 - 01/04/2010
HSBC SECURITIES (USA) INC. (BROCKPORT NY)
NY
04/10/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCHESTER NY)
NY
07/03/2006 - 03/22/2007
M&T SECURITIES, INC. (ROCHESTER NY)
NY
03/31/2003 - 07/03/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
10/15/1998 - 09/13/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Grasso is the right advisor for you? Invested Better is here to help.
