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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
4801 Courthouse St Ste 100, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc. | Alexandria | VA | 04/2007 | 02/2021 |
| Bb&T Securities, Llc | Alexandria | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Alexandria | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
1. REALTOR SUPPORT ACTIVITIES, 150 S. WASHINGTON ST STE 500 FALLS CHURCH, VA, NOT INVESTMENT RELATED, WORKS AS AN ASSOCIATE AGENT AND CONDUCTS REALTOR TASKS ASSOCIATED WITH BUYING OR SELLING HOMES, 12 HOURS A MONTH NOT DURING WORK HOURS, $65-125/ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-26 |
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