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Chantel Angelica Sainsbury

Truist Advisory Services, Inc.

Lithonia, GA

CRD 7305565

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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 2024-04-25
  • GA RA
    APPROVED
    Since 2024-04-25

Branch Locations

Lithonia, GA • 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 Atlanta GA 05/2017 Present
Dantanna'S Atlanta GA 01/2015 11/2017
Premier Global Services Alphretta GA 11/2016 12/2016
Suntrust Investment Services, Inc. Atlanta GA 10/2020 Present
Suntrust Advisory Services, Inc. Atlanta GA 10/2020 Present
Delaware North Companies, Inc Smyrna GA 03/2017 04/2018
  • 05/2017 → Present
    Suntrust Bank
    Atlanta, GA
  • 01/2015 → 11/2017
    Dantanna'S
    Atlanta, GA
  • 11/2016 → 12/2016
    Premier Global Services
    Alphretta, GA
  • 10/2020 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 10/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 03/2017 → 04/2018
    Delaware North Companies, Inc
    Smyrna, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-24
  • S66 Uniform Combined State Law Examination
    2024-04-24
Other Names
  • Chantel Sainsbury
  • Chantel Angelica Sainsbury
  • Chantel Angelica Sainsbury

View on SEC IAPD

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