Best Investors Account Sign in
Inactive

Marcus David Theriault

Truist Advisory Services, Inc.

Atlanta, GA

CRD 3131309

Claim This Profile
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 2019-03-29
  • GA RA
    APPROVED
    Since 2019-03-29

Branch Locations

740 Battery Ave 8Th Floor, Atlanta, GA 30339 • 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 12/2017 Present
Suntrust Advisory Services, Inc Atlanta GA 03/2019 Present
Genspring Family Offices Atlanta GA 06/2013 12/2017
  • 12/2017 → Present
    Suntrust Bank
    Atlanta, GA
  • 03/2019 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 06/2013 → 12/2017
    Genspring Family Offices
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-01
  • S63 Uniform Securities Agent State Law Examination
    1999-04-01
Designations
  • Certified Financial Planner
Other Names
  • Mark Theriault

View on SEC IAPD

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor