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Natalia B Korop

Truist Advisory Services, Inc.

Gainesville, GA

CRD 4281517

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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
TX RA APPROVED 2021-12-07
GA RA APPROVED 2021-09-08
  • TX RA
    APPROVED
    Since 2021-12-07
  • GA RA
    APPROVED
    Since 2021-09-08

Branch Locations

455 Jesse Jewell Parkway, Gainesville, GA 30501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Wealth Management Atlanta GA 08/2012 10/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 10/2016
Morgan Stanley Atlanta GA 10/2018 09/2021
Unemployed Atlanta GA 10/2016 10/2018
Morgan Stanley Private Bank, N.A. New York NY 10/2018 09/2021
Truist Investment Services, Inc. Atlanta GA 09/2021 Present
Truist Advisory Services, Inc. Atlanta GA 09/2021 Present
Morgan Stanley Private Bank, N.A New York NY 10/2018 Present
  • 08/2012 → 10/2016
    Morgan Stanley Wealth Management
    Atlanta, GA
  • 01/2015 → 10/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 10/2018 → 09/2021
    Atlanta, GA
  • 10/2016 → 10/2018
    Unemployed
    Atlanta, GA
  • 10/2018 → 09/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 09/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 09/2021 → Present
    Atlanta, GA
  • 10/2018 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-19
  • S66 Uniform Combined State Law Examination
    2012-11-19
Other Names
  • Natasha B Korop

View on SEC IAPD

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