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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_RES | 2021-09-10 |
| PA | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 11/2014 | 01/2017 |
| Santander Securities, Llc | Dorchester | MA | 11/2014 | 01/2017 |
| Lpl Financial | Warrington | PA | 01/2017 | 10/2018 |
| Santander Bank, Na | Boston | MA | 11/2018 | 12/2020 |
| Santander Securities, Llc | Dorchester | MA | 11/2018 | 12/2020 |
| Trumark Financial Credit Union | Warrington | PA | 01/2017 | 10/2018 |
| Steven Talley Dba Tizzly | North Wales | PA | 03/2018 | Present |
| Uber | San Francisco | CA | 02/2019 | 01/2020 |
| Truist Advisory Services, Inc | Warminster | PA | 01/2021 | Present |
| Truist Investment Services, Inc | Warminster | PA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-10 |
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