Thomas Lee Dinardo

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

• 11/2014 → 12/2016
  Jp Morgan Securities Llc
  Sanford, FL
• 06/2025 → 04/2026
  Thrivent Investment Management Inc
  Minneapolis, MN
• 12/2016 → 11/2024
  Jpmorgan Chase
  Winter Park, FL
• 11/2024 → 05/2025
  Unemployed
  Orlando, FL
• 05/2025 → 06/2025
  The City Beautiful H&L Llc
  Orlando, FL
• 07/2025 → 10/2025
  Thrivent Financial
  Appleton, WI
• 10/2025 → 04/2026
  Thrivent Financial
  Appleton, WI
• 04/2026 → Present
  Truist Investment Service,Inc
  Melbourne, FL
• 04/2026 → Present
  Truist Advisory Services, Inc
  Melbourne, FL

Previous Registrations

• 2025-08-20 → 2026-02-04
  Thrivent Investment Management Inc.
  Orlando, FL
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-18
• S63 Uniform Securities Agent State Law Examination
  2025-08-11

Other Names

• Tom Lee Dinardo