Marc W Chandler

Truist Advisory Services, Inc.

CRD 8100471

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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

Authority	Category	Status	Date
VA	RA	APPROVED	2025-05-28

VA RA
APPROVED

Since 2025-05-28

Branch Locations

Fincastle, VA • 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

Organization	City	State	From	To
Truist Investment Services, Inc.	Charlotte	NC	05/2025	Present
Suntrust Bank	Roanoke	VA	04/2011	10/2021
Truist Bank	Fincastle	VA	10/2021	Present
Truist Advisory Services, Inc.	Charlotte	NC	05/2025	Present

05/2025 → Present

Truist Investment Services, Inc.

Charlotte, NC
04/2011 → 10/2021

Suntrust Bank

Roanoke, VA
10/2021 → Present

Truist Bank

Fincastle, VA
05/2025 → Present

Truist Advisory Services, Inc.

Charlotte, NC

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-10-31
S65	Uniform Investment Adviser Law Examination	2025-04-07

S63 Uniform Securities Agent State Law Examination

2025-10-31
S65 Uniform Investment Adviser Law Examination

2025-04-07

View on SEC IAPD

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