Nicholas Ruggiero

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

• 07/2015 → 01/2020
  Bankers Life And Casualty
  Louisville, KY
• 06/2014 → 01/2020
  Schwan's Home Service
  Louisville, KY
• 10/2020 → 12/2020
  Kohut Konstruction
  Atlanta, GA
• 07/2021 → 08/2021
  Regions Bank
  Acworth, GA
• 08/2021 → 11/2022
  Truist Bank
  Marietta, GA
• 11/2022 → 02/2023
  Truist Investment Services, Inc.
  Woodstock, GA
• 12/2022 → 02/2023
  Truist Advisory Services, Inc.
  Woodstock, GA
• 02/2020 → 09/2020
  Bankers Life In Atlanta
  Atlanta, GA
• 01/2021 → 06/2021
  Ruggiero Construction Services
  Cartersville, GA
• 02/2023 → Present
  Truist Investment Services, Inc.
  Woodstock, GA
• 02/2023 → Present
  Truist Advisory Services, Inc.
  Woodstock, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-23

Other Names

• Nicholas John Ruggiero