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Cheryl Andrea Carrington

Truist Advisory Services, Inc.

Richmond, VA

CRD 2887397

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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

AuthorityCategoryStatusDate
VA RA APPROVED 2017-09-13
  • VA RA
    APPROVED
    Since 2017-09-13

Branch Locations

919 E Main Street Fl 8, Richmond, VA 23219 • 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
OrganizationCityStateFromTo
Wells Fargo Private Bank Richmaond VA 05/2006 06/2017
Suntrust Investment Services Atlanta GA 06/2017 Present
Suntrust Advisory Services, Inc Atlanta GA 09/2017 Present
  • 05/2006 → 06/2017
    Wells Fargo Private Bank
    Richmaond, VA
  • 06/2017 → Present
    Suntrust Investment Services
    Atlanta, GA
  • 09/2017 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
Previous Registrations
Other Businesses

Directed Motion LLC -- 50% member of entity that owns commercial real estate. No hours devoted to this business during trading hours. 1 Factory Radio LLC --100% owner of family business which spouse manages. No hours devoted to this business during securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-09-11
S65 Uniform Investment Adviser Law Examination 1997-06-30
  • S63 Uniform Securities Agent State Law Examination
    2017-09-11
  • S65 Uniform Investment Adviser Law Examination
    1997-06-30
Designations
  • Certified Financial Planner
Other Names
  • Cheryl A Carrington
  • Cheryl Andrea Mszanowski

View on SEC IAPD

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