Michael Poe Dautel

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

• 01/2005 → 02/2021
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → Present
  Truist Investment Services, Inc
  Charlotte, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Richmond, VA
  Richmond, VA
• 2005-01-04 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Myrtle Beach, SC
  Mc Cormick, SC
  West Columbia, SC
  West Columbia, SC
  Hampton, SC
  Johns Island, SC
  Charleston, SC
  Columbia, SC
  Florence, SC
  Lexington, SC
  Raleigh, NC
  Apex, NC
  Fuquay Varina, NC
  Whiteville, NC
  Durham, NC
  Hillsborough, NC
  Roxboro, NC
  Wilmington, NC
  Wilmington, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Shallotte, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Warrenton, NC
  Roanoke Rapids, NC
  Selma, NC
  Smithfield, NC
  Clayton, NC
  Raeford, NC
  Fayetteville, NC
  Greensboro, NC
  Morehead City, NC
  Dunn, NC
  Fayetteville, NC
  Fayetteville, NC
  Raleigh, NC
  New Bern, NC
  Rockingham, NC
  Mount Gilead, NC
  Wadesboro, NC
  Wilson, NC
  Wilson, NC
  Greenville, NC
  Durham, NC
  Durham, NC
  Henderson, NC
  Oxford, NC
  Pinehurst, NC
  Pinehurst, NC
  Sanford, NC
  Sanford, NC
  Goldsboro, NC
  Wilmington, NC
  Wilmington, NC
  Wilmington, NC
  Kinston, NC
  Clinton, NC
  Wallace, NC
  Laurinburg, NC
  Aberdeen, NC
  Burlington, NC
  Graham, NC
  Greensboro, NC
  Greensboro, NC
  Madison, NC
  Reidsville, NC
  Greensboro, NC
  Cary, NC
  Lumberton, NC
  Durham, NC
  Durham, NC
  Williamston, NC
  Clemson, SC
  Orangeburg, SC
• 2004-10-20 → 2005-01-03
  Banc Of America Investment Services, Inc.
  Charlotte, NC
• 2004-06-09 → 2004-10-20
  Quick & Reilly, Inc.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-28
• S63 Uniform Securities Agent State Law Examination
  1997-02-20