Walter Schacht

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

• 06/2016 → 03/2017
  Sun Trust Bank
  Naples, FL
• 06/2016 → 03/2017
  Suntrust Investment Services
  Atlanta, GA
• 09/2016 → 03/2017
  Suntrust Advisory Services
  Atlanta, GA
• 03/2017 → 09/2025
  Regions Bank
  Naples, FL
• 07/2017 → 09/2025
  Cetera Investment Servces Llc
  St. Cloud, MN
• 07/2017 → 09/2025
  Cetera Investment Advisers Llc
  Naples, FL
• 09/2025 → Present
  Truist Investment Services,Inc
  Naples, FL
• 09/2025 → Present
  Truist Advisiory Services,Inc
  Naples, FL

Previous Registrations

• 2017-10-17 → 2025-09-09
  Cetera Investment Advisers Llc
  Naples, FL
• 2016-09-28 → 2019-06-14
  Truist Advisory Services, Inc.
  Naples, FL
• 2016-07-27 → 2016-12-31
  Truist Investment Services, Inc.
  Naples, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-07-15
• S65 Uniform Investment Adviser Law Examination
  1997-07-01

Designations

• Certified Financial Planner