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Luis Orlando Perez Martinez

Truist Advisory Services, Inc.

Fort Myers, FL

Miami, FL

CRD 8039043

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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
FL RA APPROVED 2026-04-06
  • FL RA
    APPROVED
    Since 2026-04-06

Branch Locations

8699 Northwest 36Th St Fl 2, Fort Myers, FL 33907 • United States

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc. Doral FL 09/2024 Present
Truist Bank Aventura FL 04/2024 09/2024
Truist Bank Hialeah FL 04/2022 04/2024
Med-Care Infusion Services Inc Hialeah Gardens FL 10/2020 09/2021
Boucher Brothers Bal Harbour FL 02/2020 10/2020
Truist Bank Hialeah FL 09/2021 04/2022
Caribbean Parking Systems Inc Aventura FL 01/2016 01/2020
  • 09/2024 → Present
    Truist Investment Services, Inc.
    Doral, FL
  • 04/2024 → 09/2024
    Truist Bank
    Aventura, FL
  • 04/2022 → 04/2024
    Truist Bank
    Hialeah, FL
  • 10/2020 → 09/2021
    Med-Care Infusion Services Inc
    Hialeah Gardens, FL
  • 02/2020 → 10/2020
    Boucher Brothers
    Bal Harbour, FL
  • 09/2021 → 04/2022
    Truist Bank
    Hialeah, FL
  • 01/2016 → 01/2020
    Caribbean Parking Systems Inc
    Aventura, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-01
  • S66 Uniform Combined State Law Examination
    2026-04-01
Other Names
  • Luis Perez

View on SEC IAPD

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