Christopher Shawn Smulski

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

• 03/2011 → 04/2022
  Wells Fargo Bank, N.A.
  Chicago, IL
• 06/2011 → 11/2016
  Wells Fargo Advisors Llc
  Chicago, IL
• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 04/2022 → Present
  Truist Investment Services, Inc.
  Chicago, IL
• 04/2022 → Present
  Truist Advisory Services, Inc.
  Chicago, IL

Previous Registrations

• 2011-06-21 → 2022-05-04
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Chicago, IL
  Charlotte, NC
  Minneapolis, MN
  Tarpon Springs, FL
• 2009-01-22 → 2011-03-25
  J.P. Morgan Securities Llc
  Highland Park, IL
• 2005-01-27 → 2007-09-10
  Banc Of America Investment Services, Inc.
  Chicago, IL
  Chicago, IL
• 2002-07-17 → 2003-09-18
  Banc One Securities Corporation
  Chicago, IL

Other Businesses

SAINT MARY OF THE ANGLES CATHOLIC SCHOOL POSITION: Board Member NATURE: k - 8 catholic school in Chicago. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2008 ADDRESS: Chicago IL, United States DESCRIPTION: Consult with the rest of the board about and the school's administrative staff around all school related issues. Education, enrollment, fundraising, capital improvements to the school, ext...

Exams

• S66 Uniform Combined State Law Examination
  2001-05-09

Other Names

• Christopher S Smulski