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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
1400 Post Oak Boulevard 6Th Floor, Houston, TX 77052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock Whitney Bank | Houston | TX | 12/2011 | 09/2025 |
| Hancock Investment Services, Inc. | Houston | TX | 12/2011 | 09/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2022 | 09/2025 |
| Cetera Investment Advisers Llc | Houston | TX | 08/2022 | 09/2025 |
| Truist Investment Services, Inc. | Houston | TX | 09/2025 | Present |
| Truist Advisory Services, Inc | Houston | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-09 |
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