Stephen Thomas Freeman

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

• 02/2021 → 10/2021
  Fidelity Investments
  Covington, KY
• 08/2020 → 02/2021
  Northern Kentucky University
  Highland Heights, KY
• 01/2020 → 08/2020
  Fifth Third Bank
  Covington, KY
• 01/2020 → 01/2020
  Amazon
  Hebron, KY
• 11/2019 → 11/2019
  Fedex
  Independence, KY
• 05/2019 → 10/2019
  Hollywood Casino Charles Town
  Charles Town, KY
• 01/2019 → 03/2019
  Divisions Maintenance Group
  Newport, KY
• 10/2018 → 12/2018
  Wendy's (Deters Company)
  Burlington, KY
• 02/2013 → 12/2016
  Caesars Entertainment / Rock Gaming
  Las Vegas, NV
• 09/2018 → 09/2018
  Dan Beard Council (Boy Scouts)
  Cincinnati, OH
• 01/2017 → 08/2018
  Seminole Casino Immokalee
  Immokalee, FL
• 10/2021 → 10/2021
  Hardrock Cincinnati
  Cincinnati, OH
• 01/2022 → 09/2023
  Fidelity Investments
  Covington, KY
• 05/2024 → Present
  Truist Investment Services, Inc
  Fl Myers, FL
• 05/2024 → Present
  Truist Advisory Services, Inc
  Ft Myers, FL
• 09/2023 → 05/2024
  Seminole Casino Immokalee
  Immokalee, FL

Previous Registrations

• 2022-10-05 → 2023-08-29
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2021-07-24 → 2021-10-18
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2021-06-15

Other Names

• Stephen Thomas Freeman
• Stephen Freeman