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Samira Brown

Truist Advisory Services, Inc.

Stafford, VA

CRD 7203012

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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 2026-01-28
  • VA RA
    APPROVED
    Since 2026-01-28

Branch Locations

117 Garrisonville Road, Stafford, VA 22554 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lorton VA 06/2015 11/2022
Bank Of America, N.A. Lorton VA 06/2015 11/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodbridge VA 11/2025 12/2025
Unemployed Woodbridge VA 11/2022 11/2025
Bank Of America, N.A. Woodbridge VA 12/2025 12/2025
Truist Investment Services, Inc Stafford VA 01/2026 Present
Truist Advisory Services, Inc Stafford VA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06
Other Names
  • Samira Mohidin Mohamed
  • Samira Brown
  • Samira M Brown
  • Samira Mohidin Brown

View on SEC IAPD

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