Kathryn Marie Miller

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

• 04/2013 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA
• 04/2013 → Present
  Suntrut Bank
  Merrit Island, FL
• 09/2016 → 03/2017
  Suntrust Advisory Services
  Atlanta, GA
• 03/2017 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2008-04-09 → 2010-06-23
  Wells Fargo Clearing Services, Llc
  Orlando, FL
  Orlando, FL
  Merritt Island, FL
  Cape Canaveral, FL
• 2007-04-02 → 2008-03-27
  Morgan Stanley & Co. Llc
  Melbourne, FL
• 2005-09-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Melbourne, FL
  Melbourne, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-12-19

Other Names

• Kate Marie Miller
• Kathryn Miller
• Kt Miller
• Kathryn Miller Phaneuf
• Kate Phaneuf
• Kathryn Marie Miller