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Alejandro Torres

Truist Advisory Services, Inc.

Vero Beach, FL

CRD 5092936

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-11-18
  • FL RA
    APPROVED
    Since 2016-11-18

Branch Locations

2231 Indian River Blvd, Vero Beach, FL 34293 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Bank Vero Beach FL 09/2015 07/2025
Suntrust Investment Services, Inc. Atlanta GA 09/2015 07/2025
Suntrust Advisory Services Atlanta GA 09/2016 07/2025
Truist Investment Services, Inc Atlanta GA 07/2025 Present
Truist Advisory Services, Inc Atlanta GA 07/2025 Present
  • 09/2015 → 07/2025
    Suntrust Bank
    Vero Beach, FL
  • 09/2015 → 07/2025
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 07/2025
    Suntrust Advisory Services
    Atlanta, GA
  • 07/2025 → Present
    Truist Investment Services, Inc
    Atlanta, GA
  • 07/2025 → Present
    Atlanta, GA
Other Businesses

YOUTUBE CHANNEL POSITION: Content Creator NATURE: Fishing and Cooking videos uploaded to Youtube INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: Sebastian FL, United States DESCRIPTION: I strictly utilize this for uploading videos of me and friends fishing and cooking food. There is no compensation for this.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-10
S63 Uniform Securities Agent State Law Examination 2008-04-11
  • S65 Uniform Investment Adviser Law Examination
    2016-11-10
  • S63 Uniform Securities Agent State Law Examination
    2008-04-11
Other Names
  • Alex Torres

View on SEC IAPD

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