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Chad William Cunningham

Truist Advisory Services, Inc.

Alpharetta, GA

CRD 6640239

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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 2026-03-27
  • GA RA
    APPROVED
    Since 2026-03-27

Branch Locations

2520 Northwinds Parkway, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 12/1998 12/2025
Truist Investment Services, Inc Alpharetta GA 03/2026 Present
Truist Advisory Services, Inc Alpharetta GA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-19
  • S66 Uniform Combined State Law Examination
    2018-12-19
Other Names
  • Chad Cunningham
  • Chad W Cunningham
  • Chad William Cunningham

View on SEC IAPD

Nearby Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY

Nearby Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA

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