Eric Mattinson has been Manager/Chief Compliance Officer of Twin City Private Wealth since August 2021, is a control person of the firm and directly owns between 25% and 50% of it. Eric Mattinson holds a B.A. in Biblical Studies from Piedmont Baptist College and an M.A. in Management and Leadership from Liberty University.
Twin City Private Wealth, LLC is a Winston-Salem, NC firm with $151M under management, 291 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Eric Mattinson is Co-Founder of Twin City Private Wealth. He began his career in retirement planning in 2007 when he started with Wachovia Bank. He coaches families to make wise financial decisions.
Eric Mattinson’s longest registration was 8 years at Semmax Financial Advisors, Inc. (2013–2021). Before joining Twin City Private Wealth in 2021, Eric Mattinson was registered through Semmax Financial Advisors, Inc. and Suntrust Investment Services, Inc.
- – present · 5 yearsWinston-Salem, NC · Adviser representative · Firm CRD 315836
- Semmax Financial Advisors, Inc.– · 8 yearsWinston-Salem, NC · Adviser representative · Firm CRD 144978
- Suntrust Investment Services, Inc.– · 1 yearWinston-Salem, NC · Adviser representative · Firm CRD 17499
- Wells Fargo Advisors, LLC– · 2 yearsHigh Point, NC · Adviser representative · Firm CRD 19616
Professional designations
Listed by Twin City Private Wealth
- Registered Financial Consultant (RFC®)
Investment adviser representative registrations
Eric Mattinson is registered as an investment adviser representative in North Carolina, since August 2021.
- North CarolinaSince 20 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 February 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 October 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 October 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Eric David Mattinson
- CRD
- 5418710
- Firm
- Twin City Private Wealth · CRD 315836
- Role
- Manager/Chief Compliance Officer
- Office
- 301 N MAIN STREET, SUITE 1902, Winston-Salem, NC 27101
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- twincitywealth.com
Where does Eric Mattinson work?
Eric Mattinson has been Manager/Chief Compliance Officer of Twin City Private Wealth, LLC since August 2021, and is a control person of the firm.
Is Eric Mattinson a financial advisor?
Yes. Eric Mattinson has a current investment-adviser registration in North Carolina, through Twin City Private Wealth since August 2021.
How many years of experience does Eric Mattinson have?
Eric Mattinson has 17 years in the financial industry, since October 2008, across 4 adviser firms.
What exams has Eric Mattinson passed?
Eric Mattinson has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2007.
Where did Eric Mattinson work before Twin City Private Wealth?
Before Twin City Private Wealth, Eric Mattinson was registered through Suntrust Investment Services, Inc., January 2011 to August 2012; Wells Fargo Advisors, LLC, February 2008 to October 2010.
Where is Eric Mattinson based?
Eric Mattinson’s registered office is in Winston-Salem, NC.
Is Eric Mattinson registered with FINRA?
No. Eric Mattinson has no current broker registration.
How can I verify Eric Mattinson’s record?
Search CRD 5418710 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Mattinson’s full registration record.
