Evan W Sterling

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

• 02/2014 → 02/2021
  Bb&T Investments
  Richmond, VA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charlottesville, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Charlottesville, VA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charlottesville, VA
  Palmyra, VA
  Mineral, VA
  Fork Union, VA
  Virginia Beach, VA
  Charlottesville, VA
  Colonial Heights, VA
  Richmond, VA
  Hopewell, VA
  Richmond, VA
  Petersburg, VA
  Hopewell, VA
  Colonial Heights, VA
  Richmond, VA
  Lovingston, VA
  Ruckersville, VA
  Charlottesville, VA
  Charlottesville, VA
  Richmond, VA
• 2015-02-02 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Charlottesville, VA
  Palmyra, VA
  Mineral, VA
  Charlottesville, VA
  Fork Union, VA
  Virginia Beach, VA
  Wilmington, NC
  Colonial Heights, VA
  Richmond, VA
  Hopewell, VA
  Richmond, VA
  Petersburg, VA
  Hopewell, VA
  Colonial Heights, VA

Other Businesses

Landlord POSITION: Landlord NATURE: I own property that I earn rental income from the tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: Richmond VA, United States DESCRIPTION: No responsibilities other than maintaining the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-30
• S63 Uniform Securities Agent State Law Examination
  2009-06-27