Ronald Edward Talley

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

• 08/2014 → 12/2020
  Santander Bank, Na
  Boston, MA
• 08/2014 → 12/2020
  Santander Securities, Llc
  Dorchester, MA
• 01/2021 → Present
  Truist Advisory Services, Inc
  Warminster, PA
• 01/2021 → Present
  Truist Investment Services, Inc
  Warminster, PA

Previous Registrations

• 2014-08-18 → 2021-01-04
  Santander Securities Llc
  Elkins Park, PA
  Villanova, PA
  Flourtown, PA
  Dresher, PA
  Abington, PA
  Bensalem, PA
  Cherry Hill, NJ
  Abington, PA
  Villanova, PA
  North Wales, PA
  Bethlehem, PA
  Washington Crossing, PA
  Philadelphia, PA
  Blue Bell, PA
  Langhorne, PA
  Warminster, PA
  Toms River, NJ
  Lafayette Hill, PA
  Flourtown, PA
  Yardley, PA
  Hatfield, PA
  Doylestown, PA
  North Wales, PA
  Bethlehem, PA
  Newtown, PA
  Langhorne, PA
  Villanova, PA
  Abington, PA
  Dresher, PA
• 2009-03-16 → 2014-08-08
  Citizens Securities, Inc.
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Huntingdon Valley, PA
• 2007-03-08 → 2009-03-10
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Wayne, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-05
• S63 Uniform Securities Agent State Law Examination
  2000-01-13

Other Names

• Ronald Edward Talley
• Ronald Edward Talley