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Scott Kent Stearsman

Truist Advisory Services, Inc.

Atlanta, GA

CRD 4067766

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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
GA RA APPROVED 2026-06-10
  • GA RA
    APPROVED
    Since 2026-06-10

Branch Locations

2520 Northwinds Parkway, Atlanta, GA 30303 • 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, Inc Alpharetta GA 12/2024 Present
Truist Bank 303 Peachtree Center Ave GA 02/2013 12/2024
  • 12/2024 → Present
    Truist Investment Services, Inc
    Alpharetta, GA
  • 02/2013 → 12/2024
    Truist Bank
    303 Peachtree Center Ave, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
S63 Uniform Securities Agent State Law Examination 2000-01-12
  • S66 Uniform Combined State Law Examination
    2025-10-10
  • S63 Uniform Securities Agent State Law Examination
    2000-01-12

View on SEC IAPD

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