Maria Henline Crayton

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 09/2017 → 07/2020
  Bb&T Securities
  Raleigh, NC
• 02/2020 → 07/2022
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 07/2020 → 07/2022
  Bb&T Securities
  Wilmington, NC
• 11/2020 → 07/2022
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 02/2021 → 07/2022
  Truist Investment Services, Inc.
  Wilmington, NC
• 07/2022 → Present
  D.A. Davidson
  Wilmington, NC

Previous Registrations

• 2020-11-16 → 2022-07-19
  Truist Advisory Services, Inc.
  Raleigh, NC
  Myrtle Beach, SC
• 2017-09-12 → 2021-02-17
  Bb&T Securities, Llc
  Raleigh, NC
  Wilmington, NC
  Richmond, VA
• 2015-01-20 → 2017-08-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Wilmington, NC
• 2014-03-13 → 2014-12-31
  Lpl Financial Llc
  Clayton, NC
  Fort Mill, SC
• 2013-12-03 → 2014-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2013-11-14
• S63 Uniform Securities Agent State Law Examination
  1994-11-01

Other Names

• Maria H. Crayton
• Maria Suzanne Henline
• Maria Henline Crayton
• Maria Crayton