Patric Joel Nassar

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 → 07/2019
  Hancock Bank
  Tampa, FL
• 09/2014 → 07/2019
  Hancock Investment Services, Inc.
  Tampa, FL
• 08/2019 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 08/2019 → 05/2025
  Bank Of America, N.A.
  Tampa, FL
• 05/2025 → Present
  Truist Investment Services, Inc.
  St.PEtersburg, FL
• 05/2025 → Present
  Truist Advisory Services, Inc.
  St.PEtersburg, FL

Previous Registrations

• 2019-08-28 → 2025-05-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  Saint Petersburg, FL
  Savannah, GA
• 2014-10-13 → 2019-07-29
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2011-05-12 → 2014-09-29
  Fifth Third Securities, Inc.
  Tampa, FL
• 2006-11-20 → 2011-04-21
  Truist Investment Services, Inc.
  Brooksville, FL
  Inverness, FL
  Sun City Center, FL
  Brandon, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Belleair Bluffs, FL
  Largo, FL
  Tarpon Springs, FL
  St. Petersburg, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Largo, FL
  Lutz, FL
  Seffner, FL
  Zephyrhills, FL
  Wesley Chapel, FL
  Zephyrhills, FL
  Tampa, FL
  Wesley Chapel, FL
  Tampa, FL
  Seminole, FL
  Largo, FL
  Clearwater, FL
  St Petersburg, FL

Other Businesses

I*125395 For profit or not for profit: Non-Profit Organization Name of outside business organization: St. Joseph's Hospital Investment related: N Address of business: Tampa, Florida 33614 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 12/1/2014 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 1 Duties: I serve as a finance committee member for the hospital. I review the financials with the committee and recommend approval to the Hospital's board of directors.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-15

Designations

• Certified Financial Planner

Other Names

• Pj Nassar
• Patric Joel Nassar
• Patric Nassar