Morgan Vivien Shrum

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

• 05/2026 → 08/2026
  Truist Advisory Services, Inc
  Mount Juliet, TN
• 04/2013 → 10/2017
  Rent A Center
  Nashville, TN
• 10/2017 → 07/2019
  Fith Third Bank
  Hendersonville, TN
• 08/2019 → 03/2026
  Truist Bank
  Mount Juliet, TN
• 03/2026 → 08/2026
  Truist Investment Services, Inc
  Mount Juliet, TN
• 08/2026 → Present
  Truist Investment Services, Inc.
  Mount Juliet, TN
• 08/2026 → Present
  Truist Advisory Services, Inc.
  Mount Juliet, TN

Exams

• S66 Uniform Combined State Law Examination
  2026-05-20
• S63 Uniform Securities Agent State Law Examination
  2007-04-16

Other Names

• Morgan Smith
• Morgan Vivien Smith