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Michael James Stelogeannis

Truist Advisory Services, Inc.

Ocala, FL

CRD 5318905

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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
FL RA APPROVED 2016-09-13
  • FL RA
    APPROVED
    Since 2016-09-13

Branch Locations

4414 Sw College Rd Ste 1310, Ocala, FL 34474 • 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
Suntrust Investment Services, Inc. Atlanta GA 01/2013 08/2021
Suntrust Bank Orlando FL 12/2012 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
Truist Investment Services, Inc. Atlanta GA 08/2021 Present
  • 01/2013 → 08/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2012 → Present
    Suntrust Bank
    Orlando, FL
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
  • 08/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2008-07-29 → 2013-01-04
    Fort Walton Beach, FL
    Ocala, FL
    Jacksonville, FL
    Ocala, FL
    Birmingham, AL
    Orlando, FL
  • 2007-07-16 → 2008-01-28
    Morgan Stanley & Co. Llc
    Ocala, FL
    The Villages, FL
Other Businesses

NAME OF BUSINESS: M2C GROUP LLC (NON-INVESTMENT RELATED) LOCATION OF BUSINESS: BELLEVIEW, FL NATURE OF BUSINESS: RENTAL PROPERTY HOLDING COMPANY TITLE & DESCRIPTION OF DUTIES OF BUSINESS: MANAGING MEMBER DATE ASSOCIATION BEGAN: 05/01/2012 TIME DEVOTED: 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/1-HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-12
  • S66 Uniform Combined State Law Examination
    2007-07-12
Other Names
  • Michael James Stelogeannis
  • Michael Stelogeannis

View on SEC IAPD

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