Roderick Edwin Kennedy

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

• 09/2015 → Present
  Suntrust Bank, Inc.
  Washington, DC
• 11/2015 → 07/2018
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 07/2018 → Present
  Truist Investment Services, Inc.
  Atlanta, GA

Previous Registrations

• 2009-11-24 → 2015-07-22
  Ubs Financial Services Inc.
  Weehawken, NJ
  Paramus, NJ
  Weehawken, NJ
  Weehawken, NJ
• 2009-07-01 → 2009-11-18
  Chase Investment Services Corp.
  Greenwich, CT
  Greenwich, CT
• 2006-03-14 → 2009-05-13
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
• 2005-05-06 → 2006-03-08
  Chase Investment Services Corp.
  Brooklyn, NY
  Brooklyn, NY
  Long Island City, NY
  Brooklyn, NY
• 2003-01-14 → 2004-12-06
  Chase Investment Services Corp.
  New York, NY
• 2002-06-21 → 2003-01-28
  New England Securities
  Secaucus, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-11-30

Designations

• Chartered Financial Consultant

Other Names

• Rod Kennedy
• Roderick E Kennedy
• Roderick Edwin Kennedy
• Roderick Edwin Kennedy