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Eylem Senyuz

Truist Advisory Services, Inc.

Mclean, VA

CRD 7015012

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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
VA RA APPROVED 2024-09-30
  • VA RA
    APPROVED
    Since 2024-09-30

Branch Locations

8200 Greensboro Dr Fl 10, Mclean, VA 22102 • 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
Georgetown University Washington Dc DC 01/2013 Present
T.ROwe Price Baltimore MD 11/2017 08/2018
Truist Advisory Services, Inc Atlanta GA 09/2018 12/2023
Truist Advisory Services, Inc Mclean VA 08/2024 Present
Previous Registrations
Other Businesses

Working for Georgetown University as Assistant Adjunct Professor, non investment related business. Address: 37th and O Streets, NW Washington D.C. 20057. I teach one finance course called Investments in Emerging Markets, during off business hours (6:30pm - 9pm) and I allocate approximately 16hrs a month. POTOMAC INVESTMENT MANAGEMENT LLC POSITION: Owner NATURE: An LLC for contractor business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2017 ADDRESS: , ARLINGTON VA , United States DESCRIPTION: I am the owner of this no revenue generating LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-06
  • S65 Uniform Investment Adviser Law Examination
    2018-11-06

View on SEC IAPD

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