Joshua Lenn Ladwig

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

• 04/2015 → 01/2026
  Suntrust Bank, Inc.
  Sarasota, FL
• 04/2015 → 01/2026
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 01/2026
  Suntrust Advisory Services
  Atlanta, GA
• 01/2026 → Present
  Trust Investment Services, Inc.
  Sarasota, FL
• 01/2026 → Present
  Truist Advisory Services, Inc.
  Sarasota, FL

Previous Registrations

• 2012-06-04 → 2015-04-23
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Tampa, FL
• 2010-11-09 → 2011-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
• 2008-12-15 → 2009-03-26
  Banc Of America Investment Services, Inc.
  Sarasota, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-08
• S63 Uniform Securities Agent State Law Examination
  2005-11-22

Other Names

• Josh Ladwig
• Josh Lenn Ladwig