Sarah Ann Hollingsworth

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

• 11/2013 → Present
  Suntrust Investment Services
  Peachtree, GA
• 10/2013 → Present
  Suntrust Bank
  Richmond, VA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2011-11-23 → 2013-07-01
  Wells Fargo Clearing Services, Llc
  Midlothian, VA
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-22
• S63 Uniform Securities Agent State Law Examination
  2011-11-08

Other Names

• Sarah A Mcdonald
• Sarah Ann Mcdonald