Daniel Scott Forrester

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 → 07/2018
  Fidelity Brokerage Services Llc
  American Fork, UT
• 08/2018 → 11/2018
  Morgan Stanley
  Temple Terrace, FL
• 08/2018 → 11/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2018 → 05/2021
  Raymond James & Associates
  St.PEtersburg, FL
• 01/2019 → 05/2021
  Raymond James Financial
  St. Petersburg, FL
• 06/2021 → Present
  Truist Investment Service Inc
  Tampa, FL
• 06/2021 → Present
  Truist Advisory Services, Inc.
  Tampa, FL

Previous Registrations

• 2020-01-17 → 2021-05-27
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2018-12-03 → 2019-12-31
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2018-09-13 → 2018-11-26
  Morgan Stanley
  Tampa, FL
• 2008-05-12 → 2008-12-01
  Osaic Fs, Inc.
  Orlando, FL
  Orlando, FL
  Winston Salem, NC
• 2007-07-17 → 2007-12-19
  Waddell & Reed
  Maitland, FL
  Tampa, FL
• 2006-06-20 → 2007-06-01
  Coordinated Capital Securities, Inc.
  Fort Atkinson, WI
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-09-13
• S63 Uniform Securities Agent State Law Examination
  2016-02-26

Other Names

• Daniel Scott Forrester
• Daniel Forrester