Erica A Falcomata

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

• 11/2015 → 01/2019
  Bb&T
  Houston, TX
• 11/2015 → Present
  Bbtis
  Charlotte, NC
• 01/2018 → Present
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → Present
  Bb&T
  Houston, TX
• 02/2021 → Present
  Truist Investment Services, Inc.
  Houston, TX
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Houston, TX
  Charlotte, NC
  Richmond, VA
• 2016-04-05 → 2018-01-02
  Bb&T Investment Services, Inc.
  Houston, TX
  Charlotte, NC

Other Businesses

ADMINISTRATOR OF THE ESTATE OF RUSSELL F. REINA POSITION: Administrator NATURE: Administrator INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2016 ADDRESS: 550 French Kingston Ct, Montgomery TX 77356 DESCRIPTION: I will be appointed Administrator of my father Russell F. Reina's Estate. ST ROSE OF LIMA, SCHOOL ADVISORY COMMITTEE POSITION: President/Member NATURE: This is an advisory and consultative body that assists the Priest and the Principal in developing the schools goals to the schools objectives, policies and action plans. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2019 ADDRESS: 3600 Brinkman, Houston TX 77018

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-04
• S63 Uniform Securities Agent State Law Examination
  2005-11-15

Other Names

• Erica Reina
• Erica Alisa Reina