Joseph G. Ferraro

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → 02/2021
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Cumming, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Dawsonville, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Dawsonville, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Cumming, GA
  Charlotte, NC
  Alpharetta, GA
  Duluth, GA
  Dawsonville, GA
  Dahlonega, GA
  Alpharetta, GA
  Suwanee, GA
  Alpharetta, GA
  Atlanta, GA
  Norcross, GA
  Roswell, GA
  Dunwoody, GA
  Cumming, GA
  Richmond, VA
• 2003-03-12 → 2018-01-02
  Bb&T Investment Services, Inc.
  Dahlonega, GA
  Cumming, GA
  Ellijay, GA
  Dahlonega, GA
  Cumming, GA
  Cumming, GA
  Blue Ridge, GA
  Charlotte, NC
  Dawsonville, GA
  Cumming, GA
  Calhoun, GA
  Charlotte, NC
  Duluth, GA
  Alpharetta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-23
• S63 Uniform Securities Agent State Law Examination
  1988-07-06

Other Names

• Joseph Gino Ferraro
• Joseph Ferraro
• Joseph G Ferraro
• Joseph Gino Santa Maria Ferraro