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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-30 |
Branch Locations
303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2013 | Present |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 04/2016 | Present |
DOOR DASH POSITION: Delivery driver NATURE: Food delivery INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: Deliver food.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-24 |
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