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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fcg Advisors Llc | Chatham | NJ | 05/2000 | 12/2018 |
| Morgan Stanley | Morristown | NJ | 12/2018 | 02/2021 |
| Jpmorgan Chase Bank Na | Morristown | NJ | 02/2021 | 01/2023 |
| Jpmorgan Securities Llc | Morristown | NJ | 02/2021 | 01/2023 |
| Chico'S Fas, Inc. | Short Hills | NJ | 09/2017 | 04/2019 |
| Financial Consultant Group, Llc | Chatham | NJ | 05/2000 | 11/2018 |
| Elite Domain Properties Llc | Morristown | NJ | 10/2019 | 12/2022 |
| Pet Supply Plus | Florham | NJ | 05/2021 | 12/2022 |
| Rbc Capital Markets, Llc | Raleigh | NC | 01/2023 | 06/2024 |
| Truist Investment Services, Inc. | Raleigh | NC | 08/2024 | Present |
| Truist Advisory Services, Inc. | Raleigh | NC | 08/2024 | Present |
MCMANUS APPRAISAL GROUP INC POSITION: N/A NATURE: NC State Certified Residential Appraiser INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2025 ADDRESS: Raleigh NC, United States DESCRIPTION: I will help the owner by entering his expenses on an excel spreadsheet and help clean/organize. HARRIS TEETER POSITION: Produce associate NATURE: Grocery store chain in NC INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2025 ADDRESS: Raleigh NC, United States DESCRIPTION: I would be in the produce area, cutting fruit and making platers and take out fruit cups, stocking fruits and veggies in their appropriate area, stock rotation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-29 |
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