Edwin A Warren

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

• 09/2015 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 06/2018 → Present
  Bb&T
  Charlotte, NC
• 06/2018 → Present
  Bb&T Securities, Llc.
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-07-03 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2015-12-10 → 2018-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2015-12-09

Designations

• Certified Financial Planner

Other Names

• Edwin A Warren
• Edwin Warren