Maria Angelica Olavarria Alban

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

• 09/2020 → 10/2023
  New York Life Insurance Company
  Miami, FL
• 07/2020 → 09/2020
  Safeguard And Associates
  Miami, FL
• 05/2020 → 07/2020
  Quintero And Partners
  Miami, FL
• 07/2017 → 05/2020
  Miami Avenue Realty
  Miami, FL
• 09/2011 → 07/2017
  Grupo Alza Valores
  Caracas
• 09/2020 → 10/2023
  Nylife Securities Llc
  Sunrise, FL
• 04/2024 → Present
  Truist Investment Services, Inc.
  Coral Gables, FL
• 04/2024 → Present
  Truist Advisory Services, Inc.
  Coral Gables, FL
• 10/2023 → 04/2024
  Pencillus Systems. Llc
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-19
• S63 Uniform Securities Agent State Law Examination
  2020-07-29

Other Names

• Maria Angelica Olavarria Alban