Hernan M Fonseca

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

• 11/2000 → 03/2022
  Nationwide Investment Services
  Columbus, OH
• 04/2022 → 04/2025
  Symetra Securities, Inc.
  Bellevue, WA
• 04/2022 → 04/2025
  Symetra Life Insurance Company
  Bellevue, WA
• 04/2025 → Present
  Truist Investment Services, Inc
  Tampa, FL
• 04/2025 → Present
  Truist Advisory Services, Inc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-21
• S63 Uniform Securities Agent State Law Examination
  1993-09-15

Other Names

• Hernan Donoso Fonseca
• Hernan Fonseca
• Hernan D Fonseca