Sonia Ortega-Knight

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

• 06/2013 → 06/2025
  Wells Fargo Bank Na
  Lakeway, TX
• 11/2013 → 11/2016
  Wells Fargo Advisors Llc
  Lakeway, TX
• 11/2016 → 06/2025
  Wells Fargo Clearing Services, Llc
  Lakeway, TX
• 06/2025 → 06/2026
  Truist Investment Services,Inc
  Austin, TX
• 06/2025 → 06/2026
  Truist Advisory Services
  Austin, TX
• 06/2026 → Present
  Truist Investment Services, Inc
  Austin, TX
• 06/2026 → Present
  Truist Advsiory Services, Inc
  Austin, TX

Previous Registrations

• 2013-11-19 → 2025-06-05
  Wells Fargo Clearing Services, Llc
  Lakeway, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Cedar Park, TX
  Austin, TX
  Cedar Park, TX
  Cedar Park, TX
  Austin, TX
• 2012-06-14 → 2012-08-28
  Wells Fargo Clearing Services, Llc
  Austin, TX
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-05
• S63 Uniform Securities Agent State Law Examination
  2012-03-13

Other Names

• Sonia Ortega
• Sonia Castro
• Sonia Castro
• Sonia Ortega
• Sonia Ortega - Knight
• Sonia Knight