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Kelly Leilani Borth

Truist Advisory Services, Inc.

Baltimore, MD

CRD 7407140

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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
TX RA APPROVED_RES 2026-04-06
RI RA APPROVED 2026-04-02
LA RA APPROVED 2026-04-01
MD RA APPROVED 2023-11-15
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • RI RA
    APPROVED
    Since 2026-04-02
  • LA RA
    APPROVED
    Since 2026-04-01
  • MD RA
    APPROVED
    Since 2023-11-15

Branch Locations

120 E Baltimore St Fl 23, Baltimore, MD 21202 • 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
Howard County Public School System Elliott City MD 06/2014 06/2021
Truist Investment Services, Inc. Baltimore MD 07/2021 Present
  • 06/2014 → 06/2021
    Howard County Public School System
    Elliott City, MD
  • 07/2021 → Present
    Truist Investment Services, Inc.
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-15
  • S66 Uniform Combined State Law Examination
    2023-11-15

View on SEC IAPD

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Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

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