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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-24 |
| FL | RA | APPROVED | 2016-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Naples | FL | 07/2007 | 01/2020 |
| Suntrust Investment Services,Inc | Atlanta | GA | 08/2014 | 01/2020 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 09/2016 | Present |
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2020 | Present |
| Suntrust Bank | Naples | FL | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-22 |
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