Samantha M Vassallo

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

Authority	Category	Status	Date
FL	RA	APPROVED	2016-09-14

FL RA
APPROVED

Since 2016-09-14

Branch Locations

1 Town Center Rd Ste 200, Boca Raton, FL 33486 • 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

Organization	City	State	From	To
Suntrust Investment Services, Inc.	Atlanta	GA	01/2016	Present
Suntrust Bank	Boca Raton	FL	01/2016	Present
Suntrust Advisory Services	Atlanta	GA	09/2016	Present

01/2016 → Present

Suntrust Investment Services, Inc.

Atlanta, GA
01/2016 → Present

Suntrust Bank

Boca Raton, FL
09/2016 → Present

Suntrust Advisory Services

Atlanta, GA

Other Businesses

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES POSITION: Philanthropic Advisory Council Member NATURE: Bringing philanthropists and nonprofit partners together to close the gaps on chronic and current community needs. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/20/2025 ADDRESS: West Palm Beach FL, United States DESCRIPTION: Make introductions and offer relevant topics and speakers for events.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-07-30

S66 Uniform Combined State Law Examination

2008-07-30

Other Names

Samantha M Gribben

View on SEC IAPD