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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2024-07-02 |
| LA | RA | APPROVED | 2023-06-19 |
| TX | RA | APPROVED_RES | 2023-06-14 |
| FL | RA | APPROVED | 2016-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Clermont | FL | 04/2006 | Present |
| Truist Advisory Services, Inc. | Clermont | FL | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-08 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-29 |
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