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Tony Perry

Truist Advisory Services, Inc.

Olney, MD

CRD 4395636

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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
MD RA APPROVED 2016-10-21
  • MD RA
    APPROVED
    Since 2016-10-21

Branch Locations

18110 Village Mart Dr, Olney, MD 20832 • 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
Self Employed Rockerville MD 08/2009 Present
Suntrust Investment Services, Inc Atlanta GA 06/2013 Present
Suntrust Bank Rockville MD 05/2013 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 08/2009 → Present
    Self Employed
    Rockerville, MD
  • 06/2013 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 05/2013 → Present
    Suntrust Bank
    Rockville, MD
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-21
S63 Uniform Securities Agent State Law Examination 2001-05-29
  • S66 Uniform Combined State Law Examination
    2016-10-21
  • S63 Uniform Securities Agent State Law Examination
    2001-05-29
Other Names
  • Tony C Perry
  • Tony Christopher Perry
  • Tony Christopher Perry
  • Tony N/A Perry

View on SEC IAPD

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