Caitlin Elizabeth Kennedy

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

• 05/2012 → 06/2022
  Suntrust Investment Services, Inc
  Atlanta, GA
• 05/2012 → 06/2022
  Suntrust Bank
  Tampa, FL
• 08/2016 → 06/2022
  Truist Advisory Services,Inc.
  Atlanta, GA
• 06/2022 → 02/2024
  Truist Investment Services, Inc.
  Virginia Beach, VA
• 06/2022 → 02/2024
  Truist Advisory Services, Inc.
  Virginia Beach, VA
• 03/2025 → Present
  Truist Investment Services, Inc.
  Virginia Beach, VA
• 03/2025 → Present
  Truist Advisory Services, Inc.
  Virginia Beach, VA
• 02/2024 → 03/2025
  Truist
  Virginia Beach, VA

Previous Registrations

• 2016-08-22 → 2024-04-03
  Truist Advisory Services, Inc.
  Tampa, FL
  Tampa, FL
  Charlotte, NC
  Virginia Beach, VA
• 2011-08-30 → 2016-12-31
  Truist Investment Services, Inc.
  Tampa, FL
  Tampa, FL
  Charlotte, NC
  Virginia Beach, VA
  Atlanta, GA
  Virginia Beach, VA
  Atlanta, GA

Other Businesses

POSITION: Home owner NATURE: Beginning in January 2017, I would like to rent out my current residence, 3101 N Woodrow Ave, Tampa FL 33629. I plan to move out prior to listing the property for rent. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: , Tampa FL DESCRIPTION: List the property for rent, provide a rental agreement to a tenant, maintain property and respond to requests from the tenant as needed. The home is a two bedroom, 1 bathroom. RESIDENTIAL RENTAL PROPERTY POSITION: Owner NATURE: Owner of rental property. Address is 3219 Obispo Street, Tampa FL 33629 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: , Tampa FL , United States DESCRIPTION: Collect rents and maintain property. RENTAL PROPERTY POSITION: Property owner NATURE: Residential rental property. Address is 3217 W Obispo Street, Tampa FL 33629 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2020 ADDRESS: , Tampa FL , United States DESCRIPTION: Maintain property, collect residential rental income, pay mortgage

Exams

• S66 Uniform Combined State Law Examination
  2011-08-26

Designations

• Certified Financial Planner

Other Names

• Caitlin Kennedy