Sasha Lauzon

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Coral Springs, FL
• 11/2016 → 01/2018
  Wells Fargo Clearing Services, Llc
  Coral Springs, FL
• 01/2018 → Present
  Suntrust Investment Services
  Atlanta, GA
• 06/2018 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2011-02-10 → 2018-01-24
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
  Coral Springs, FL
  Coral Springs, FL

Other Businesses

DJ SASHA LAUZON POSITION: President NATURE: Disc jockey (DJ) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: Miami FL, United States DESCRIPTION: Musical curator for events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-02
• S63 Uniform Securities Agent State Law Examination
  2001-06-25

Other Names

• Sasha M Lauzon