Michael John D'ALessandro

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

• 06/2015 → 05/2022
  Suntrust Bank,
  Okahumpka, FL
• 06/2017 → 05/2022
  Suntrust Investment Services, Inc
  Atlanta, GA
• 10/2017 → Present
  Truist Advisory Services, Inc.
  Leesburg, FL
• 05/2022 → Present
  Truist Investment Services, Inc.
  Leesburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-16
• S63 Uniform Securities Agent State Law Examination
  2017-07-28

Other Names

• Michael J. D'ALessandro