James Troy Schiermeyer

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

• 01/2016 → 02/2021
  Bb&T Securities
  Dallas, TX
• 12/2019 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 12/2019 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Dallas, TX

Previous Registrations

• 2016-01-20 → 2021-02-17
  Bb&T Securities, Llc
  Dallas, TX
  Houston, TX
  Fort Worth, TX
  Fort Worth, TX
  Dallas, TX
  Richmond, VA
• 1992-12-21 → 2015-05-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bakersfield, CA
  Los Angeles, CA
  Pasadena, CA
  Dallas, TX

Other Businesses

BOOKER T WASHINGTON HS FOR THE PERFORMING AND VISUAL ARTS POSITION: Advisory Board Member NATURE: Advisory Board Member, Executive Committee Member, Vice President and Chair of Finance Committee INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/03/2018 ADDRESS: Plaza of the Americas, 600 North Pearl Suite 1940, Dallas TX 75201 BENT TREE COUNTRY CLUB POSITION: Board Member NATURE: Social Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 5201 Westgrove Dr, Dallas TX 75248 DESCRIPTION: Oversee, from a board level, the club strategic direction. SCHIERMEYER FAMILY TRUST POSITION: Trustee NATURE: Family Trust my mother set up to place interests in a working farm. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 3210 Carlisle Street, Unit 17, Dallas TX 75204 RUTH SCHIERMEYER INVESTMENTS POSITION: POA NATURE: POA for my mothers financial assets. Bank account and IRRA investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 6548 43rd, #3203, Lubbock TX 79407 BT COWBOY CONSULTING LLC POSITION: Manager NATURE: Will use as a risk mitigation strategy for future business opportunities and to segregate property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2024 ADDRESS: Dallas TX, United States DESCRIPTION: A checking account. AKT PRODUCTIONS, LLC POSITION: Helper NATURE: This is my wife's social media business. I do not participate in the actual business. I just help keep documents straight and books balanced. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2024 ADDRESS: Spicewood TX, United States DESCRIPTION: I help keep her business records straight and run monthly P&L Reports.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-18
• S63 Uniform Securities Agent State Law Examination
  1992-12-17

Other Names

• Troy Schiermeyer
• J Troy Schiermeyer
• James T Schiermeyer
• Schiermeyer