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Diego Velez

Truist Advisory Services, Inc.

Washington, DC

CRD 6100201

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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
DC RA APPROVED 2021-09-13
  • DC RA
    APPROVED
    Since 2021-09-13

Branch Locations

1445 New York Ave Nw - 4Th Flr, Washington, DC 20005 • 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
Wells Fargo Bank Bethesda MD 09/2013 07/2021
Truist Advisory Services, Inc. Washington DC 07/2021 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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