Michael Joseph Petrizzi

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

• 01/2006 → Present
  Suntrust Investment Services, Inc.
  Ft. Lauderdale, FL
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, FL

Previous Registrations

• 2004-10-29 → 2006-01-11
  Citigroup Global Markets Inc.
  West Palm Beach, FL
  West Palm Beach, FL
• 2003-10-01 → 2004-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-30
• S63 Uniform Securities Agent State Law Examination
  1988-08-29

Designations

• Certified Financial Planner