Robert Andrew Miles

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

• 11/2020 → 04/2022
  Wells Fargo Clearing Services
  Charlotte, NC
• 05/2007 → 11/2020
  Wells Fargo Clearing Services
  Charlotte, NC
• 04/2022 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 04/2022 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2021-07-06 → 2022-04-04
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Charlotte, NC

Other Businesses

AMERICAN BANKERS ASSOCIATION POSITION: Faculty Member NATURE: American Bankers Association (ABA) is a major trade group for the industry. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/20/2023 ADDRESS: Washington DC, United States DESCRIPTION: ABA has asked me to speak at their conferences on topics related to Relationship Management. ALPHASIGHTS POSITION: Outside Expert NATURE: Alphasights is a knowledge-based organization that connects researchers with professionals to gain background information and trends. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2023 ADDRESS: New York NY, United States DESCRIPTION: Alphasights has a network of professionals they connect with researchers and clients looking to understand trends and overall business trends. ROB MILES PRIVATE COACHING POSITION: Owner NATURE: I provide individual coaching. My focus will be on communication and behavioral coaching. The focus is to help people improve their personal brand and communication skills. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 ADDRESS: Charlotte NC, United States DESCRIPTION: I provide coaching to individuals.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-06

Other Names

• Robert Andrew Miles
• Robert A Miles