Thomas Patrick Mcdonnell

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

• 08/2008 → 02/2017
  Morgan Stanley
  Washington, DC
• 06/2009 → 02/2017
  Morgan Stanley Smith Barney
  Washington, DC
• 01/2015 → 02/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2017 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA
• 02/2017 → Present
  Suntrust Advisory Services, Inc
  Atlanta, GA

Previous Registrations

• 2009-06-01 → 2017-02-28
  Morgan Stanley
  Washington, DC
  Columbia, SC
• 2009-03-04 → 2009-06-01
  Morgan Stanley & Co. Llc
  Washington, DC
• 2005-11-01 → 2008-08-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-31
• S63 Uniform Securities Agent State Law Examination
  1991-04-01

Other Names

• Thomas Patrick (Iii) Mcdonnell
• Tom Mcdonnell (Iii)
• Thomas Patrick Mcdonnell
• Thomas Iii Patrick Mcdonnell
• Thomas Patrick Mcdonnell