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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-20 |
| GA | RA | APPROVED | 2016-09-06 |
Branch Locations
3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services , Inc | Atlanta | GA | 03/2013 | Present |
| Truist Advisory Services | Atlanta | GA | 08/2016 | Present |
Rental Property POSITION: Owner NATURE: We have a condo in Florida, we may rent it during the Florida high season in years to come. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: Palm Beach FL, United States DESCRIPTION: This is our personal FL condo but may be available to rent in the future.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-22 |
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