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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 03/2016 | 03/2018 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
| Suntrust Investment Services, Inc. | Atlanta | GA | 03/2018 | Present |
RENTAL PROPERTY PONCE DE LEON BLVD VERO BEACH FL POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: Vero Beach FL, United States DESCRIPTION: Rental property maintenance/bookkeeping. RENTAL PROPERTY 5TH AVE POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2022 ADDRESS: Vero Beach FL, United States DESCRIPTION: Maintain property and keep financials/taxes current. TNT 1441 PROPERTIES LLC POSITION: Owner NATURE: This is an LLC that I had to set up for a rental property I have on 5th Ave to use as an Airbnb. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2026 ADDRESS: Vero Beach FL, United States DESCRIPTION: Manage finances and maintenance of rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-11 |
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