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Dana Downey Merritt

Truist Advisory Services, Inc.

Buford, GA

CRD 6682902

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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 2017-02-20
  • GA RA
    APPROVED
    Since 2017-02-20

Branch Locations

4920 Lanier Islands Parkway, Buford, GA 30518 • 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
Suntrust Bank Gainesville GA 07/2016 Present
Sunntrust Investment Services, Inc Atlanta GA 07/2016 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 07/2016 → Present
    Suntrust Bank
    Gainesville, GA
  • 07/2016 → Present
    Sunntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-25
S63 Uniform Securities Agent State Law Examination 2016-12-01
  • S65 Uniform Investment Adviser Law Examination
    2017-01-25
  • S63 Uniform Securities Agent State Law Examination
    2016-12-01
Other Names
  • Dana Laronda Downey
  • Dana Merritt

View on SEC IAPD

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