Susan Renee Seitter

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	2016-09-15

VA RA
APPROVED

Since 2016-09-15

Branch Locations

Powhatan, VA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Suntrust Advisory Services, Inc	Atlanta	GA	08/2016	Present
Suntrust Investment Services, Inc	Atlanta	GA	04/2013	Present

08/2016 → Present

Suntrust Advisory Services, Inc

Atlanta, GA
04/2013 → Present

Suntrust Investment Services, Inc

Atlanta, GA

Previous Registrations

2010-02-23 → 2011-09-16

Osaic Institutions, Inc.

Midlothian, VA
2005-09-15 → 2010-02-24

Cl Wealth Management Llc

Midlothian, VA
2005-02-02 → 2005-05-31

Uvest Financial Services Group, Inc.

Powhatan, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-01
S63	Uniform Securities Agent State Law Examination	2000-04-13

S66 Uniform Combined State Law Examination

2005-02-01
S63 Uniform Securities Agent State Law Examination

2000-04-13

Other Names

Susan Renee Williams

View on SEC IAPD