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Stefanie Ann Perticone

Truist Advisory Services, Inc.

Newport News, VA

CRD 8185276

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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 2026-03-03
  • VA RA
    APPROVED
    Since 2026-03-03

Branch Locations

737 J Clyde Morris Blvd, Newport News, VA 23601 • 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 Bank Williamsburg VA 05/2016 03/2026
Truist Investment Services, Inc Williamsburg VA 03/2026 Present
Truist Advisory Services, In Williamsburg VA 03/2026 Present
  • 05/2016 → 03/2026
    Truist Bank
    Williamsburg, VA
  • 03/2026 → Present
    Truist Investment Services, Inc
    Williamsburg, VA
  • 03/2026 → Present
    Truist Advisory Services, In
    Williamsburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
  • S66 Uniform Combined State Law Examination
    2026-03-02
Other Names
  • Stefanie Ann Goldstein

View on SEC IAPD

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