Blase Andrew De Leo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 10/2018 → 03/2019
  Solten Corp
  Miami, FL
• 05/2018 → 10/2018
  Unemployed
  Miami, FL
• 10/2017 → 04/2018
  W.B. Mason
  Miami, FL
• 02/2016 → 10/2017
  Park Street Imports Llc
  Miami, FL
• 10/2021 → Present
  Truist Invesment Services, Inc.
  Atlanta, GA
• 02/2022 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-11
• S63 Uniform Securities Agent State Law Examination
  2020-03-05

Other Names

• Blase De Leo