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Sheila Rita Hill

Truist Advisory Services, Inc.

Lutz, FL

CRD 1798386

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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
RI RA APPROVED 2019-05-16
FL RA APPROVED 2016-09-16
  • RI RA
    APPROVED
    Since 2019-05-16
  • FL RA
    APPROVED
    Since 2016-09-16

Branch Locations

16520 N Nebraska Ave, Lutz, FL 33549 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc Atlanta GA 04/2013 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 04/2013 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2006-10-30 → 2013-05-03
    Odessa, FL
    New Port Richey, FL
    Holiday, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Lutz, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Palm Harbor, FL
    Tampa, FL
    Lutz, FL
    Odessa, FL
    Tampa, FL
    Tampa, FL
    Wesley Chapel, FL
    Tampa, FL
    Lakeland, FL
    Bayonet Point, FL
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-08-23
S65 Uniform Investment Adviser Law Examination 2006-10-26
  • S63 Uniform Securities Agent State Law Examination
    2010-08-23
  • S65 Uniform Investment Adviser Law Examination
    2006-10-26
Other Names
  • Sheila Rita Hanley

View on SEC IAPD

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