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Leonard Lebov

Truist Advisory Services, Inc.

Greenwich, CT

CRD 1776524

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-29
  • NY RA
    APPROVED
    Since 2021-07-29

Branch Locations

4 Greenwich Office Park Fl 1, Greenwich, CT 06831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Advisory Services, Inc Atlanta GA 12/2018 Present
Independent Consultant Wyckoff NJ 02/2017 11/2018
Lone Peak Partners Management Lp New York NM 08/2008 01/2017
  • 12/2018 → Present
    Truist Advisory Services, Inc
    Atlanta, GA
  • 02/2017 → 11/2018
    Independent Consultant
    Wyckoff, NJ
  • 08/2008 → 01/2017
    Lone Peak Partners Management Lp
    New York, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-26
S63 Uniform Securities Agent State Law Examination 2002-03-22
  • S65 Uniform Investment Adviser Law Examination
    2019-02-26
  • S63 Uniform Securities Agent State Law Examination
    2002-03-22

View on SEC IAPD

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