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Steven Joseph Dechiario

Truist Advisory Services, Inc.

Boston, MA

CRD 4194311

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2023-03-09
MA RA APPROVED 2022-10-04
  • RI RA
    APPROVED
    Since 2023-03-09
  • MA RA
    APPROVED
    Since 2022-10-04

Branch Locations

100 High St Ste 19020, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. New York NY 05/2007 Present
Truist Investment Services Inc. Boston MA 07/2022 Present
Truist Advisory Services Inc. Boston MA 07/2022 Present
Previous Registrations
  • 2007-05-29 → 2022-07-18
    Citigroup Global Markets Inc.
    Boston, MA
    Boston, MA
    New York, NY
    New York, NY
    Boston, MA
    Washington, DC
  • 2006-09-20 → 2007-05-29
    Citicorp Investment Services
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-18
S63 Uniform Securities Agent State Law Examination 2000-07-27
  • S65 Uniform Investment Adviser Law Examination
    2006-09-18
  • S63 Uniform Securities Agent State Law Examination
    2000-07-27
Other Names
  • Steven J Dechiario

View on SEC IAPD

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