Patrick Thomas Culhane

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 → 03/2017
  Suntrust Investment Services, Inc
  Atlanta, GA
• 12/2013 → 03/2017
  Suntrust Bank
  Cocoa Beach, FL
• 09/2016 → 03/2017
  Suntrust Advisory Services
  Atlanta, GA
• 03/2017 → 01/2019
  Bbtis
  Charlotte, NC
• 03/2017 → 01/2019
  Bb&T
  Melbourne, FL
• 01/2018 → 01/2019
  Bb&T Securities, Llc
  Melbourne, FL
• 01/2019 → 01/2024
  Truist Investment Services, Inc.
  Melbourne, FL
• 01/2019 → 01/2024
  Truist Advisory Services, Inc.
  Melbourne, FL
• 01/2024 → Present
  Truist Advisory Services, Inc.
  Melbourne, FL
• 01/2024 → Present
  Truist Investment Services, Inc.
  Melbourne, FL

Previous Registrations

• 2018-01-02 → 2019-01-04
  Bb&T Securities, Llc
  Melbourne, FL
  Charlotte, NC
• 2017-04-03 → 2018-01-02
  Bb&T Investment Services, Inc.
  Melbourne, FL
  Charlotte, NC
• 2016-10-13 → 2017-03-23
  Truist Advisory Services, Inc.
  Cocoa Beach, FL
• 2016-10-13 → 2016-12-31
  Truist Investment Services, Inc.
  Cocoa Beach, FL

Other Businesses

8448 CRIMSON LLC POSITION: Partner NATURE: This LLC was established for the sale of tickets for sporting events, concerts, and other ticketed events. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2023 ADDRESS: Melbourne FL, United States DESCRIPTION: This entity was established in order to resell unused event tickets. Tickets are listed and sold online through major ticket resale sites. BABCOCK PARK LLC POSITION: Member NATURE: Resale of unused event tickets. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: Melbourne FL, United States DESCRIPTION: List and sell unused event tickets on ticket sales websites.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-11
• S63 Uniform Securities Agent State Law Examination
  2015-10-07

Designations

• Certified Financial Planner

Other Names

• Patrick Culhane
• Patrick T Culhane