Unclaimed Profile

Matthew Tyler Sinclair

TRUSTCORE FINANCIAL SERVICES, LLC·BRENTWOOD, Tennessee

SIE, Series 7, Series 7TO, Series 66Clean record13 years registeredTRUSTCORE FINANCIAL SERVICES, LLC

5314 MARYLAND WAY, BRENTWOOD, TN 37027-6219CRD# 5820279Firm CRD# 106522

Profile Verification

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

Identity

Matthew Tyler Sinclair · BRENTWOOD, TN

Registration

CRD #5820279 · TRUSTCORE FINANCIAL SERVICES, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2022 – present

TRUSTCORE FINANCIAL SERVICES, LLC

Jan 2013 – Mar 2023

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · January 10, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUSTCORE FINANCIAL SERVICES, LLC

CRD 106522 · SEC 801-17538

AUM

$2.4B

Regulatory assets under management

Employees

7,758 client accounts

Services offered by TRUSTCORE FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUSTCORE FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Tyler Sinclair offer?

Matthew Tyler Sinclair specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BRENTWOOD, Tennessee for a consultation.

What are Matthew Tyler Sinclair's credentials?

Matthew Tyler Sinclair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Tyler Sinclair located?

Matthew Tyler Sinclair is based in BRENTWOOD, Tennessee, working with TRUSTCORE FINANCIAL SERVICES, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Matthew Tyler Sinclair charge for services?

Matthew Tyler Sinclair's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUSTCORE FINANCIAL SERVICES, LLC?

TRUSTCORE FINANCIAL SERVICES, LLC has approximately 46 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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