Linda Jean Guella

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

• 05/2007 → Present
  Citigroup Global Markets Inc.
  Greenwich, CT
• 07/2019 → Present
  Suntrust Bank
  New York, NY
• 07/2019 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2007-05-29 → 2019-07-18
  Citigroup Global Markets Inc.
  Short Hills, NJ
  Washington, DC
  Greenwich, CT
  Greenwich, CT
  New York, NY
  Greenwich, CT
  Washington, DC
• 2004-03-05 → 2007-05-29
  Citicorp Investment Services
  Greenwich, CT
  Greenwich, CT

Other Businesses

RENTAL PROPERTY POSITION: co-owner NATURE: Rental property - townhome INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: Ramsey NJ, United States DESCRIPTION: Assist in the management of a single rental property. RENTAL PROPERTY - VT POSITION: Owner NATURE: A vacation home in Vermont that will be available to rent. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: Winhall VT, United States DESCRIPTION: Working with rental agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-02
• S63 Uniform Securities Agent State Law Examination
  2003-10-20

Other Names

• Linda Jean Adams