David George Glazer

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

• 09/2009 → 03/2017
  Raymond James Financial Services
  St Petersburg, FL
• 05/2014 → 03/2017
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 04/2017 → 04/2019
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 04/2017 → Present
  Suntrust Advisory Services,Inc.
  Atlanta, GA
• 04/2019 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA

Previous Registrations

• 2014-05-12 → 2017-04-07
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-04-30