Andrew Gray Sullivan

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

• 08/2007 → 05/2022
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 05/2022 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 05/2022 → Present
  Truist Advisory Services, Inc.
  Raleigh, NC

Previous Registrations

• 2004-12-02 → 2022-06-07
  Wells Fargo Clearing Services, Llc
  Durham, NC
  Charlotte, NC
  Chapel Hill, NC
  Durham, NC
  Durham, NC
  Durham, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Durham, NC
  Chapel Hill, NC
  Cary, NC
• 2002-03-06 → 2004-08-10
  Equitable Advisors, Llc
  Raleigh, NC

Other Businesses

ANDREW SULLIVAN POSITION: Lead guitar NATURE: I play guitar in a tribute band INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2014 ADDRESS: Raleigh NC, United States DESCRIPTION: We travel locally and play at music venues.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-11

Other Names

• Andrew G Sullivan