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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2024-06-04 |
| TX | RA | APPROVED_RES | 2024-03-04 |
| FL | RA | APPROVED | 2016-08-19 |
Branch Locations
1 disclosure category 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. | Ormond Beach | FL | 04/2006 | 10/2021 |
| Truist Advisory Services, Inc. | Ormond Beach | FL | 08/2016 | Present |
| Truist Investment Services, Inc | Ormond Beach | FL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-28 |
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