Supreme Alliance
47yrs
Top advisor by experience in Charlotte
18yrs
Matthew Schultz Devries
Financial advisor at Bragg Financial Advisors
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 64% of advisors in Charlotte
Office1031 South Caldwell St Suite 200, Charlotte, NC 28203
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Bragg Financial Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2020 – nowBragg Financial Advisors Inc.Current firm
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Bragg Financial Advisors at 704-377-0261 and ask for Matthew Schultz Devries. Matthew works from the Charlotte, NC office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2009, about 18 years. More experience than 64% of advisors in Charlotte.
What licenses does Matthew hold?
Series 63. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Matthew paid?
Bragg Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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