Haelie Lee Guiney

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

• 06/2010 → 01/2018
  Bb&T Investments
  Fairfax, VA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Haymarket, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Middleburg, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Middleburg, VA
  Bristow, VA
  Washington, DC
  Manassas, VA
  Gainesville, VA
  Charlotte, NC
  Haymarket, VA
  Virginia Beach, VA
  Alexandria, VA
  Richmond, VA
• 2010-10-29 → 2018-01-02
  Bb&T Investment Services, Inc.
  Manassas, VA
  Haymarket, VA
  Gainesville, VA
  Reston, VA
  Ashburn, VA
  Centreville, VA
  Fairfax, VA
  Herndon, VA
  Herndon, VA
  Reston, VA
  Charlotte, NC
  Fairfax, VA
  Bristow, VA
  Middleburg, VA
  Bristow, VA
  Washington, DC
  Haymarket, VA

Other Businesses

BONAPARTE PROPERTIES LLC POSITION: minority owner (2%) NATURE: For tax purposes, my husband is transitioning his Bonaparte Properties (rental properties) into an LLC. I will be listed as minority owner. Other than that, I will not be involved in this company at all. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 5501 Merchant View Sq. Suite 805, Haymarket VA 20169

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-22
• S63 Uniform Securities Agent State Law Examination
  2004-03-29

Other Names

• Haelie Guiney