Spencer Norton Boggess

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 11/2016
  Westleigh Consulting Llc
  New Canaan, CT
• 11/2016 → 02/2017
  Sun Trust Advisory Services
  New York, NY
• 11/2016 → 02/2017
  Genspring Family Offices, Llc
  Atlanta, GA
• 02/2017 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 02/2017 → Present
  Genspring Family Offices, Llc
  Atlanta, GA

Previous Registrations

• 2017-05-05 → 2017-12-31
  Gfo Advisory Services, Llc
  New York, NY
  Jupiter, FL
  Greenwich, CT
  New York, NY
• 2011-06-20 → 2015-05-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
• 2001-07-20 → 2008-05-20
  Ctc Consulting, Inc.
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-05
• S66 Uniform Combined State Law Examination
  2011-06-18

Other Names

• Spencer N Boggess