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Diane Marie Maldonado

Truist Advisory Services, Inc.

Alpharetta, GA

CRD 2314066

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-05-04
TX RA APPROVED_RES 2018-07-12
LA RA APPROVED 2017-04-13
GA RA APPROVED 2016-09-19
  • RI RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED_RES
    Since 2018-07-12
  • LA RA
    APPROVED
    Since 2017-04-13
  • GA RA
    APPROVED
    Since 2016-09-19

Branch Locations

2520 Northwinds Pkwy Fl 4, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 03/2006 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 03/2006 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-07
S63 Uniform Securities Agent State Law Examination 2000-05-18
  • S66 Uniform Combined State Law Examination
    2007-02-07
  • S63 Uniform Securities Agent State Law Examination
    2000-05-18

View on SEC IAPD

Nearby Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY

Nearby Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA

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