Alyssa Goldstein

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

• 09/2014 → 11/2016
  Wells Fargo Advisors, Llc
  New York, NY
• 09/2014 → 04/2018
  Wells Fargo Bank
  New York, NY
• 11/2016 → 04/2018
  Wells Fargo Clearing Services, Llc
  New York, NY
• 05/2018 → 04/2021
  Citigroup
  New York, NY
• 09/2022 → Present
  Truist Investment Services Inc.
  New York, NY
• 09/2022 → Present
  Truist Advisory Services Inc.
  New York, NY
• 05/2021 → 08/2022
  Esquire Bank
  Jericho, NY

Previous Registrations

• 2018-06-08 → 2021-04-26
  Citigroup Global Markets Inc.
  New York, NY
• 2016-07-20 → 2018-05-24
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  New York, NY
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2016-07-16