Gregory Viejo

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

• 06/2011 → 11/2016
  Wells Fargo Advisors Llc
  Miami, FL
• 06/2011 → 08/2022
  Wells Fargo Bank, N.A.
  Miami, FL
• 11/2016 → 08/2022
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 10/2023 → Present
  Truist Investment Services, Inc.
  Coral Gables, FL
• 10/2023 → Present
  Truist Advisory Services, Inc
  Coral Gables, FL
• 08/2022 → 10/2023
  Comerica Securities
  Fort Lauderdale, FL

Previous Registrations

• 2022-09-16 → 2023-10-11
  Comerica Securities
  Ft. Lauderdale, FL
• 2011-07-08 → 2022-08-09
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Miami, FL
  Charlotte, NC
  Coral Gables, FL
  Minneapolis, MN
  Tarpon Springs, FL
• 2007-05-29 → 2010-01-04
  Citigroup Global Markets Inc.
  Miami, FL
• 2002-09-16 → 2007-05-29
  Citicorp Investment Services
  Miami, FL
  Miami, FL
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2001-01-19

Designations

• Chartered Financial Analyst

Other Names

• Gregory Manuel Viejo