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Abraham Haile Zewdie

Truist Advisory Services, Inc.

Atlanta, GA

CRD 7404610

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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 2021-11-22
  • GA RA
    APPROVED
    Since 2021-11-22

Branch Locations

303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • 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
Duke Univeristy Durham GA 06/2018 08/2018
Cb Southern Atlanta GA 05/2019 07/2019
Synchrony Atlanta GA 04/2020 08/2020
Emory University Atlanta GA 08/2017 06/2021
Lrp Llc Atlanta GA 11/2019 04/2020
Eastern High School Louisville KY 08/2013 05/2017
Truist Investment Services, Inc. Atlanta GA 07/2021 06/2023
Truist Advisory Services, Inc. Atlanta GA 09/2021 06/2023
Truist Advisory Services, Inc. Atlanta GA 06/2023 Present
  • 06/2018 → 08/2018
    Duke Univeristy
    Durham, GA
  • 05/2019 → 07/2019
    Cb Southern
    Atlanta, GA
  • 04/2020 → 08/2020
    Synchrony
    Atlanta, GA
  • 08/2017 → 06/2021
    Emory University
    Atlanta, GA
  • 11/2019 → 04/2020
    Lrp Llc
    Atlanta, GA
  • 08/2013 → 05/2017
    Eastern High School
    Louisville, KY
  • 07/2021 → 06/2023
    Truist Investment Services, Inc.
    Atlanta, GA
  • 09/2021 → 06/2023
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 06/2023 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-19
S63 Uniform Securities Agent State Law Examination 2021-10-11
  • S65 Uniform Investment Adviser Law Examination
    2021-11-19
  • S63 Uniform Securities Agent State Law Examination
    2021-10-11

View on SEC IAPD

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