Perry Liao Huang

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

• 10/2019 → 11/2022
  Ubs Financial Services Inc.
  Houston, TX
• 10/2017 → 03/2020
  Golden Houston Optometry
  Houston, TX
• 03/2017 → 03/2017
  Roberthalf International
  Houston, TX
• 05/2014 → 02/2017
  The Woodlands Resort And Conference Center
  The Woodlands, TX
• 03/2017 → 09/2017
  Extended Travel
  Spring, TX
• 08/2017 → 05/2019
  University Of Houston
  Houston, TX
• 11/2022 → 05/2023
  First Republic Securities Company, Llc
  New York, NY
• 11/2022 → 05/2023
  First Republic Investment Management, Inc
  New York, NY
• 06/2023 → Present
  Truist Advisory Services, Inc
  Houston, TX

Previous Registrations

• 2022-11-29 → 2023-05-23
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2021-11-29 → 2022-11-21
  Ubs Financial Services Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-11-27

Other Names

• Perry Huang