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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-10 |
| RI | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED | 2024-01-03 |
| GA | RA | APPROVED | 2023-11-13 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 08/2014 | 11/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2023 |
| Truist Investment Services, Inc. | Atlanta | GA | 11/2023 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-28 |
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