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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2016-11-18 |
Branch Locations
2231 Indian River Blvd, Vero Beach, FL 34293 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-11 |
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