Robert John Pelliciotta

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
NC	RA	APPROVED	2021-02-17

NC RA
APPROVED

Since 2021-02-17

Branch Locations

Leland, NC • 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
Bbtis	Charlotte	NC	03/2011	01/2018
Bb&T Securities, Llc	Charlotte	NC	01/2018	02/2021
Truist Advisory Services, Inc.	Charlotte	NC	02/2021	08/2022
Truist Investment Services, Inc.	Charlotte	NC	02/2021	08/2022
Truist Investment Services, Inc.	Charlotte	NC	08/2022	Present
Truist Advisory Services, Inc.	Charlotte	NC	08/2022	Present

03/2011 → 01/2018

Bbtis

Charlotte, NC
01/2018 → 02/2021

Bb&T Securities, Llc

Charlotte, NC
02/2021 → 08/2022

Truist Advisory Services, Inc.

Charlotte, NC
02/2021 → 08/2022

Truist Investment Services, Inc.

Charlotte, NC
08/2022 → Present

Truist Investment Services, Inc.

Charlotte, NC
08/2022 → Present

Truist Advisory Services, Inc.

Charlotte, NC

Previous Registrations

2018-01-02 → 2021-02-17

Bb&T Securities, Llc

Charlotte, NC

Richmond, VA

Richmond, VA
2011-03-24 → 2018-01-02

Bb&T Investment Services, Inc.

Charlotte, NC
2009-10-23 → 2011-03-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

Charlotte, NC
2003-04-21 → 2009-10-23

Banc Of America Investment Services, Inc.

Charlotte, NC

Charlotte, NC
2001-12-31 → 2002-07-18

Legg Mason Wood Walker, Incorporated

Charlotte-South Park, NC

Other Businesses

DOORDASH POSITION: Dasher NATURE: Delivery Services INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2022 ADDRESS: Charlotte NC, United States DESCRIPTION: Delivery Driver MIMI & PAPA'S GOURMET POPCORN AND HOMEMADE ICE CREAM POSITION: Customer Service NATURE: Retail popcorn and ice cream shop INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: Leland NC, United States DESCRIPTION: Scooping ice cream, making popcorn, customer service, running the register, cleaning the shop.