Best Investors Account Sign in

Paul Gintautas Sabataitis

Truist Advisory Services, Inc.

Cleveland, OH

CRD 4124081

Claim This Profile
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
TX RA APPROVED 2025-07-02
OH RA APPROVED 2024-08-01
  • TX RA
    APPROVED
    Since 2025-07-02
  • OH RA
    APPROVED
    Since 2024-08-01

Branch Locations

950 Main Ave Ste 720, Cleveland, OH 44113 • 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
Case Western Reserve Cleverland OH 11/2011 01/2020
Pansophic Learning Mclean VA 01/2020 09/2020
Oberlin College Oberlin OH 02/2021 07/2021
Evertrue Inc Avon Lake OH 08/2021 02/2024
Truist Investment Services,Inc Cleveland OH 03/2024 Present
Unemployed Mclean VA 09/2020 02/2021
  • 11/2011 → 01/2020
    Case Western Reserve
    Cleverland, OH
  • 01/2020 → 09/2020
    Pansophic Learning
    Mclean, VA
  • 02/2021 → 07/2021
    Oberlin College
    Oberlin, OH
  • 08/2021 → 02/2024
    Evertrue Inc
    Avon Lake, OH
  • 03/2024 → Present
    Truist Investment Services,Inc
    Cleveland, OH
  • 09/2020 → 02/2021
    Unemployed
    Mclean, VA
Previous Registrations
Other Businesses

VILLAGE OF GATES MILLS FIRE DEPARTMENT POSITION: Firefighter NATURE: This is a suburban fire department for a town on the East side of Cleveland, Ohio. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: Gates Mills OH, United States DESCRIPTION: My role is a firefighter and will be a part-time position. Responsibilities will include fire prevention and suppression as well as vehicle extrication and rescue services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-31
  • S66 Uniform Combined State Law Examination
    2024-07-31

View on SEC IAPD

More in Cleveland, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor