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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-30 |
Branch Locations
1400 Post Oak Blvd Ste 650, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Houston | TX | 07/2019 | 04/2022 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 07/2019 | 04/2022 |
| First Quadrant,L.P. | Pasadena | CA | 06/2016 | 07/2019 |
| Truist Advisory Services, Inc. | Houston | TX | 04/2022 | 01/2023 |
| Truist Investment Services, Inc. | Houston | TX | 01/2023 | Present |
| Truist Advisory Services, Inc. | Houston | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-04 |
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