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Roland Javier Geronimo

Truist Advisory Services, Inc.

Fairfax, VA

CRD 3086381

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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
TX RA APPROVED_RES 2023-04-03
VA RA APPROVED 2016-09-27
  • TX RA
    APPROVED_RES
    Since 2023-04-03
  • VA RA
    APPROVED
    Since 2016-09-27

Branch Locations

13049 Route 50, Fairfax, VA 22033 • 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
Truist Investment Services Vienna VA 05/2004 Present
Truist Advisory Services, Inc Atlanta GA 09/2016 Present
Previous Registrations
  • 2002-11-26 → 2004-05-08
    Quick & Reilly, Inc.
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-29
S63 Uniform Securities Agent State Law Examination 1998-09-17
  • S65 Uniform Investment Adviser Law Examination
    1998-12-29
  • S63 Uniform Securities Agent State Law Examination
    1998-09-17

View on SEC IAPD

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