Marc Jonathan Tendler

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

• 11/2013 → 02/2021
  Bb&T Securities
  Miami, FL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Miami, FL
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Miami, FL

Previous Registrations

• 2013-11-13 → 2021-02-17
  Bb&T Securities, Llc
  Miami, FL
  Richmond, VA
• 1992-08-13 → 2013-11-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-04
• S63 Uniform Securities Agent State Law Examination
  1992-08-20