Samuel Llewellyn Rodgman

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

• 02/2018 → 10/2018
  Barr's Recreation
  Morrisville, NC
• 05/2017 → 02/2018
  Citrix
  Raleigh, NC
• 06/2013 → 05/2017
  The Carolina Club
  Chapel Hill, NC
• 11/2018 → 06/2019
  Veritude
  Durham, NC
• 06/2019 → 02/2021
  Fidelity Brokerage Services Llc
  Durham, NC
• 01/2024 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 02/2021 → 01/2024
  Edelman Financial Engines
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-05-21
• S63 Uniform Securities Agent State Law Examination
  2019-11-08

Other Names

• Samuel Llewellyn Rodgman
• Samuel Rodgman