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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oracle Corporation | San Antonio | TX | 05/2016 | 03/2017 |
| Enterprise Products Partners Family Office | Houston | TX | 04/2017 | 02/2021 |
| Houston Trust Company | Houston | TX | 03/2021 | 08/2022 |
| Truist Advisory Services, Inc. | Houston | TX | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-31 |
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