Anthony Jerome Reid

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

• 09/2014 → 10/2018
  Pnc Investments
  Charlotte, NC
• 09/2014 → 10/2018
  Pnc Bank
  Charlotte, NC
• 10/2018 → 02/2021
  Bb&T Bank
  Charlotte, NC
• 10/2018 → 02/2021
  Bb&T Securities, Llc.
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-10-24 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2014-09-24 → 2018-11-01
  Pnc Wealth Management Llc
  Charlotte, NC
• 2013-03-28 → 2014-09-03
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Gastonia, NC
  Charlotte, NC
• 2008-07-17 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Other Businesses

MORGAN STATE UNIVERSITY CHARLOTTE ALUMNI CHAPTER POSITION: Treasurer NATURE: I am the treasurer with no check writing or signing authority. This is my college local alumni chapter. Our sole purpose is for raising scholarship funds for students in the Charlotte region. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 1617 Marble Hill Drive, Charlotte NC 28262

Exams

• S66 Uniform Combined State Law Examination
  2013-03-27
• S63 Uniform Securities Agent State Law Examination
  2001-12-12

Other Names

• Anthony Jerome Reid