Brandon Stevens

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

• 01/2016 → 04/2021
  Td Bank Na
  Hilton Head Island, SC
• 05/2021 → 12/2025
  Td Private Client Wealth Llc
  Hilton Head Island, SC
• 05/2021 → 12/2025
  Td Bank N.A.
  Hilton Head Island, SC
• 12/2025 → Present
  Truist Investment Services, Inc.
  Hilton Head Island, SC
• 12/2025 → Present
  Truist Advisory Services, Inc.
  Hilton Head Island, SC

Previous Registrations

• 2021-08-18 → 2025-12-04
  Td Private Client Wealth Llc
  Hilton Head, SC
  Greenville, SC
  Vienna, VA

Other Businesses

BRANDON STEVENS POSITION: Owner NATURE: Long Term Investment Real Estate Rental Property ownership. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: Hilton Head Island SC, United States DESCRIPTION: Sole proprietor and owner of a single long term residential rental property, overseeing limited administrative responsibilities and maintenance pertaining to this property.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-07
• S65 Uniform Investment Adviser Law Examination
  2021-08-18

Other Names

• Brandon Stevens
• Brandon Raffale Stevens