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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2017-05-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-08 |
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