Douglass Richard-Harold Schmidt

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

• 04/2006 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Cameron, WV
• 02/2021 → Present
  Truist Investment Services, Inc.
  Wheeling, WV
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Moundsville, WV
  Wheeling, WV
  Cameron, WV
  Charlotte, NC
  Severna Park, MD
  Richmond, VA
• 2006-06-22 → 2018-01-02
  Bb&T Investment Services, Inc.
  Wheeling, WV
  Wheeling, WV
  Cameron, WV
  Glen Dale, WV
  Charlotte, NC
  Charlotte, NC
  Moundsville, WV
  Moundsville, WV
  Huntington, WV
  Severna Park, MD

Other Businesses

SCHMIDT ICE GROUP LLC POSITION: Member NATURE: Investing in ice rinks INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2026 ADDRESS: South Lyons MI, United States DESCRIPTION: Funding the business and investing in ice rinks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-07
• S63 Uniform Securities Agent State Law Examination
  2005-09-30

Other Names

• Doug Schmidt
• Doug Richard-Harold Schmidt