Aleksandar Simeonov

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

• 01/2015 → 11/2016
  Wells Fargo Advisors, Llc.
  Miami Beach, FL
• 01/2015 → 12/2022
  Wells Fargo Bank Na
  Miami Beach, FL
• 01/2015 → 11/2016
  Wells Fargo Advisors, Llc.
  Miami Beach, FL
• 11/2016 → 12/2022
  Wells Fargo Clearing Services, Llc
  Miami Beach, FL
• 11/2016 → 12/2022
  Wells Fargo Clearing Services, Llc
  Miami Beach, FL
• 12/2022 → 09/2024
  Bci Securities
  Miami, FL
• 09/2024 → Present
  Truist Investment Services, Inc
  Miami, FL
• 09/2024 → Present
  Truist Advisory Services, Inc
  Miami, FL

Previous Registrations

• 2023-01-06 → 2024-10-04
  Bci Securities, Inc.
  Coral Gables, FL
• 2015-02-25 → 2022-03-03
  Wells Fargo Clearing Services, Llc
  Miami Beach, FL
  Coral Gables, FL
  North Miami Beach, FL
  Fort Lauderdale, FL
  Coral Gables, FL
  Aventura, FL
• 2014-06-27 → 2015-01-26
  Lsma Capital,Llc
  Miami, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-04-07
• S65 Uniform Investment Adviser Law Examination
  2014-01-24

Other Names

• Alexander Simeonov