Unclaimed Profile

Eric David Mattinson

TWIN CITY PRIVATE WEALTH, LLC·WINSTON-SALEM, North Carolina

Series 6, Series 63, Series 65Clean record18 years registeredTWIN CITY PRIVATE WEALTH, LLC

301 N MAIN STREET, WINSTON-SALEM, NC 27101CRD# 5418710Firm CRD# 315836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric David Mattinson · WINSTON-SALEM, NC

Registration

CRD #5418710 · TWIN CITY PRIVATE WEALTH, LLC · 18 years registered

Brand Profile

Not yet started

Career History

TWIN CITY PRIVATE WEALTH, LLC

Aug 2021 – present

SEMMAX FINANCIAL ADVISORS, INC.

Jan 2013 – Sep 2021

WINSTON-SALEM, NC

SUNTRUST INVESTMENT SERVICES, INC.

Jan 2011 – Aug 2012

WINSTON-SALEM, NC

WELLS FARGO ADVISORS, LLC

Feb 2008 – Oct 2010

HIGH POINT, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · February 12, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TWIN CITY PRIVATE WEALTH, LLC

CRD 315836 · SEC 801-130041

AUM

$111M

Regulatory assets under management

Employees

429 client accounts

Services offered by TWIN CITY PRIVATE WEALTH, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at TWIN CITY PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Eric David Mattinson offer?

Eric David Mattinson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.

What are Eric David Mattinson's credentials?

Eric David Mattinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric David Mattinson located?

Eric David Mattinson is based in WINSTON-SALEM, North Carolina, working with TWIN CITY PRIVATE WEALTH, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.

How does Eric David Mattinson charge for services?

Eric David Mattinson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWIN CITY PRIVATE WEALTH, LLC?

TWIN CITY PRIVATE WEALTH, LLC has approximately 6 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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