Sarah Rae Mcmillian

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

• 08/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Richmond, VA
• 11/2016 → 01/2026
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 01/2026 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 01/2026 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2016-11-21 → 2026-01-09
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Wilmington, NC
  Glen Allen, VA
  St. Louis, MO
  Glen Allen, VA
  Midlothian, VA

Other Businesses

JOSHUA MCMILLIAN AND SARAH MCMILLIAN POSITION: Owner NATURE: Farmland/crop harvest INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: Amelia VA, United States DESCRIPTION: Land is rented for farming - we are paid a set fee per acre of harvest.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-21

Other Names

• Sarah Fletcher
• Sarah R. Fletcher
• Sarah Rae Fletcher