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Vallon Sylvester Andrew Mills

Truist Advisory Services, Inc.

Atlanta, GA

CRD 6570512

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-05-01
  • GA RA
    APPROVED
    Since 2017-05-01

Branch Locations

5550 Northside Dr, Atlanta, GA 30327 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barnet Llc Atlanta GA 10/2015 11/2016
Morgan Stanley Private Bank, N.A. N.A. Newyork NY 03/2016 11/2016
Suntrust Investment Services, Inc Atlanta GA 04/2017 Present
Unemployed Atlanta GA 12/2016 03/2017
Suntrust Advisory Services, Inc Atlanta GA 04/2017 Present
  • 10/2015 → 11/2016
    Morgan Stanley Smith Barnet Llc
    Atlanta, GA
  • 03/2016 → 11/2016
    Morgan Stanley Private Bank, N.A. N.A.
    Newyork, NY
  • 04/2017 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 12/2016 → 03/2017
    Unemployed
    Atlanta, GA
  • 04/2017 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-08
  • S66 Uniform Combined State Law Examination
    2016-04-08
Other Names
  • Vallon Sylvester Andrew Mills
  • Vallon Sylvester Mills

View on SEC IAPD

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