Martin Edward Grady

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

• 12/2011 → 09/2016
  Invest Financial Corp.
  Tampa, FL
• 09/2016 → Present
  Bb&T Securities
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2016-09-16 → 2021-02-17
  Bb&T Securities, Llc
  Atlanta, GA
  Richmond, VA
• 2012-01-04 → 2016-09-02
  Invest Financial Corporation
  Stockbridge, GA
  Conyers, GA
  Peachtree City, GA
  Douglasville, GA
• 2010-03-11 → 2011-11-16
  Midsouth Capital, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2008-04-10 → 2009-05-13
  Ubs Financial Services Inc.
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2008-04-07

Other Names

• Martin Grady