Gregory Carsten Schmertmann

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

• 01/2015 → 01/2018
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA
• 01/2018 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA

Previous Registrations

• 2014-05-21 → 2015-01-20
  Raymond James & Associates, Inc.
  Venice, FL
• 2013-12-26 → 2014-05-14
  Truist Investment Services, Inc.
  Tampa, FL
• 2011-01-13 → 2013-11-05
  Truist Investment Services, Inc.
  Port Charlotte, FL
• 2010-01-22 → 2010-07-23
  Edward Jones
  St Louis, MO
  North Port, FL
  North Port, FL
  Venice, FL

Exams

• S66 Uniform Combined State Law Examination
  2010-01-15

Other Names

• Gregory Schmertmann