Keith Samuel Holtsclaw

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

• 06/2008 → 02/2018
  Scottrade, Inc.
  Cary, NC
• 02/2018 → 10/2018
  Td Ameritrade, Inc.
  Hickory, NC
• 02/2018 → 10/2018
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 10/2018 → 09/2025
  Truist Bank
  Atlanta, GA
• 10/2018 → 09/2025
  Truist Investment Services, Inc
  Atlanta, GA
• 09/2025 → Present
  Truist Investment Services, Inc
  Atlanta, GA
• 09/2025 → Present
  Truist Advisory Services, Inc
  Atlanta, GA

Previous Registrations

• 2018-02-27 → 2018-10-12
  Td Ameritrade, Inc.
  Hickory, NC
• 2018-02-26 → 2018-10-12
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Hickory, NC
• 2017-02-03 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

Name of Outside Business: Lenoir Rhyne University Alumni Board; Investment Related: No; Address of Outside Business: Alumni Board for my Lenoir Rhyne University. The board meets to work on ways in increase alumni activity and engagement with the school.; Nature of Outside Business: Board member/Officer; Position: Trustee; Start Date:8/12/2017; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Trustee - 4 Meetings per year Name of Outside Business: Piedmont Education Fund; Investment Related: No; Address of Outside Business: Hickory, NC; Nature of Outside Business: Board member/Officer; Position: Associate Trustee; Start Date: 8/1/2016; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Aide in fund raising for scholarships for Lenoir Rhyne University athletes. HOLTSCLAW SUPPLY CO, LLC POSITION: Partner NATURE: Disposable children's cups & dinnerware. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2024 ADDRESS: Hickory NC, United States DESCRIPTION: Help develop products with engineer. Down the road helping with business development/ sales.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-03
• S63 Uniform Securities Agent State Law Examination
  2009-09-09

Designations

• Certified Financial Planner

Other Names

• Sam Holtsclaw
• Keith Samuel Holtsclaw Jr