Robert Miller Sheppard

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

• 07/2010 → 05/2018
  West Hall High School
  Oakwood, GA
• 08/2015 → 05/2017
  Suny Maritime College
  Bronx, NY
• 05/2017 → 05/2019
  Xhale City Enterprises
  Marietta, GA
• 05/2019 → 12/2019
  Camping World
  Oakwood, GA
• 12/2019 → 07/2021
  Xhale City Enterprises
  Atlanta, GA
• 07/2021 → 09/2024
  Truist Bank
  Asheville, NC
• 09/2024 → Present
  Truist Investment Services, Inc.
  Asheville, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-04-22

Other Names

• Robbie Sheppard
• Robb Sheppard