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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-15 |
Branch Locations
214 N Tryon Street 33Rd Floor, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 04/2019 | 08/2021 |
| Tiaa | Charlotte | NC | 06/2017 | 08/2017 |
| Elon University | Elon | NC | 08/2014 | 05/2018 |
| Truist Advisory Services, Inc. | Charlotte | NC | 07/2025 | Present |
| Wells Fargo | Charlotte | NC | 08/2021 | 10/2021 |
| Truist Bank | Charlotte | NC | 02/2022 | 07/2025 |
| N/A | Charlotte | NC | 10/2021 | 02/2022 |
| Tiaa | Charlotte | NC | 07/2018 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-21 |
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