Gregory Frank Gianfortone

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

• 06/2026 → Present
  Truist Investment Services, Inc
  Wilmington, NC
• 06/2026 → Present
  Truist Advisory Services, Inc
  Wilmington, NC
• 01/2019 → 03/2019
  Real Estate Education
  Wilmington, NC
• 04/2019 → 02/2020
  Exp Realty
  Wilmington, NC
• 03/2020 → 06/2026
  Truist Bank
  Wilmington, NC
• 01/2015 → 12/2018
  Fisher Investments
  Camas, WA

Previous Registrations

• 2015-01-26 → 2018-12-21
  Fisher Investments
  Plano, TX
• 2013-06-20 → 2014-12-03
  Pnc Wealth Management Llc
  Cary, NC
  Charlotte, NC
• 2011-11-21 → 2013-06-12
  Principal Securities, Inc.
  Raleigh, NC
• 2009-11-10 → 2011-11-16
  Edward Jones
  St Louis, MO
  Raleigh, NC
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-12-15

Other Names

• Greg Gianfortone