Scott Montgomery Webb Shook

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

• 06/2014 → 02/2021
  Bb&T Securities
  Greenville, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Greenville, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Greenville, NC

Previous Registrations

• 2014-06-09 → 2021-02-17
  Bb&T Securities, Llc
  Greenville, NC
  Richmond, VA
• 2009-10-23 → 2014-06-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, NC
  Greenville, NC
  Greenville, NC
• 2003-06-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Greenville, NC
  Greenville, NC
  Greenville, NC
• 2002-06-20 → 2003-06-20
  Wells Fargo Clearing Services, Llc
  Rocky Mount, NC
• 2002-06-12 → 2002-06-20
  Wachovia Securities, Inc.
  Charlotte, NC

Other Businesses

EAST CAROLINA UNIVERSITY BOARD OF TRUSTEES POSITION: Board of Trustee Member NATURE: Public university of the State of NC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 05/08/2020 ADDRESS: 202 Spilman Bldg, Greenville NC 27858 ECU DEPARTMENT OF ECONOMICS ADVISORY BOARD POSITION: board member NATURE: Advisory Board raises money for scholarships of students in the Department of Economics at ECU INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2005 ADDRESS: Greenville NC, United States DESCRIPTION: Raise money for scholarships and advise/mentor students about employment and careers in the financial services industry.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-08-11