Bert Burr Henderson

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-01
VA	RA	APPROVED	2016-09-27

TX RA
APPROVED

Since 2025-12-01
VA RA
APPROVED

Since 2016-09-27

Branch Locations

150 W Main St Fl 14, Norfolk, VA 23510 • 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

Organization	City	State	From	To
Suntrust Investment Services, Inc.	Atlanta	GA	11/2002	Present
Suntrust Advisory Services	Atlanta	GA	09/2016	Present

11/2002 → Present

Suntrust Investment Services, Inc.

Atlanta, GA
09/2016 → Present

Suntrust Advisory Services

Atlanta, GA

Previous Registrations

2001-05-02 → 2002-11-19

Ubs Financial Services Inc.

Norfolk, VA

Other Businesses

ELIZABETH RIVER PROJECT -FINANCE AND DEVELOPMENT COMMITTEE POSITION: Board member NATURE: Charity that supports the cleaning of the Elizabeth River. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2023 ADDRESS: Norfolk VA, United States DESCRIPTION: I review the budget. I help the board to decide on appropriate investments to discuss with the investment firms that manage the assets of the charity. I discuss the services the charity provides and solicit donations to support the charity. HAMPTON ROADS ESTATE PLANNING COUNCIL POSITION: Director NATURE: Promotes Estate planning education. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2022 ADDRESS: Virginia Beach VA, United States DESCRIPTION: Attend board meeting and vote on any issues that arise. NORFOLK COLLEGIATE SCHOOL BOARD OF DIRECTORS POSITION: Board Member NATURE: Private school serving primary and secondary education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: Norfolk VA, United States DESCRIPTION: Provide general guidance about the direction the school should be heading in the future and provide feedback to the school about it current services and reputation in the community.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-01-26

S66 Uniform Combined State Law Examination

2001-01-26

Designations

Certified Financial Planner

Other Names

Bert Burr Henderson
Burr B Henderson

View on SEC IAPD