Inactive

Austin Lian

Truist Advisory Services, Inc.

CRD 8233622

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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
NY	RA	APPROVED	2026-05-22

NY RA
APPROVED

Since 2026-05-22

Branch Locations

50 Hudson Yards, New York, NY 10001 • 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 Advisory Services, Inc	New York	NY	03/2026	Present
Truist Wealth	New York	NY	02/2024	03/2026
Bank Of America Na	White Plains	NY	05/2022	02/2024
Best Buy	Hartsdale	NY	11/2021	05/2022
Super China Buffet	Greensboro	NC	06/2017	09/2021
Fox Lane High School	Bedford	NY	03/2016	06/2017

03/2026 → Present

Truist Advisory Services, Inc

New York, NY
02/2024 → 03/2026

Truist Wealth

New York, NY
05/2022 → 02/2024

Bank Of America Na

White Plains, NY
11/2021 → 05/2022

Best Buy

Hartsdale, NY
06/2017 → 09/2021

Super China Buffet

Greensboro, NC
03/2016 → 06/2017

Fox Lane High School

Bedford, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-22

S65 Uniform Investment Adviser Law Examination

2026-05-22

View on SEC IAPD

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