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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-13 |
| GA | RA | APPROVED | 2016-09-19 |
Branch Locations
3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services,Inc | Atlanta | GA | 06/2009 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
CHRIST THE KING SCHOOL POSITION: Investment Committee Board Member NATURE: Catholic School based in Atlanta serving grades k-8. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: Meet with Investment Committee Board consisting of 3 other members to review the Endowment Funds account and meet with the investment advisor on the account to discuss the proposed allocation of funds, account performance and manager selection recommended by the investment advisor on the account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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