Frederick Dowell Kienel

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

• 07/2013 → 02/2021
  Suntrust Investment Services, Inc
  Atlanta, GA
• 04/2016 → 02/2021
  Suntrust Advisory Services Llc
  Atlanta, GA
• 02/2021 → 01/2026
  Truist Investment Services, Inc.
  Wilmington, NC
• 02/2021 → 01/2026
  Truist Advisory Services, Inc.
  Wilmington, NC
• 01/2026 → Present
  Truist Advisory Services, Inc.
  Wrightsville Beach, NC
• 01/2026 → Present
  Truist Investment Services, Inc.
  Wrightsville Beach, NC

Previous Registrations

• 2007-09-21 → 2013-07-01
  Financial West Group
  Wilmington, NC
  Wrightsville Beach, NC
  Wrightsville Beach, NC
  Northridge, CA
• 2003-06-27 → 2004-02-17
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 2002-02-27 → 2002-12-16
  Financial West Group
  Phelan, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-09-20
• S63 Uniform Securities Agent State Law Examination
  1996-03-08
• S65 Uniform Investment Adviser Law Examination
  1996-03-08