MB
CFP
MB
CFP
Matthew Bryant
18 Years of Experience
Leland, NC
1 DisclosureBroker
Matthew Bryant is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Leland, NC, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
2163 Britton Rd, Suite 140, Leland, NC, 28451
Get directionsHistory
Regulatory History (1)
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Criminal
September 2001Final Disposition
Employment History
Current Registrations
D.A. Davidson & CO.Broker
October 2023 - Present · 2 yrs 7 mos
D.A. Davidson & CO.
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - October 2023 · 2 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - October 2023 · 2 yrs 8 mos
Bb&t Securities, LLC
July 2018 - February 2021 · 2 yrs 7 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - July 2018 · 6 mos
Bb&t Investment Services, INC.
January 2008 - January 2018 · 10 yrs
Bb&t Investment Services, INC.Broker
November 2007 - January 2018 · 10 yrs 2 mos
State Registrations40 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.