Anthony Thomas Uvari

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

• 05/2010 → 03/2018
  Jp Morgan Chase Bank
  Royal Palm Beach, FL
• 10/2012 → 03/2018
  J.P. Morgan Securities Llc
  Royal Palm Beach, FL
• 03/2020 → 12/2022
  Wells Fargo Bank, Na
  Wellington, FL
• 03/2020 → 12/2022
  Wells Fargo Clearing Services, Llc
  Wellington, FL
• 03/2018 → 03/2020
  Purepoint Financial
  Palm Beach Gardens, FL
• 12/2022 → Present
  Truist Advisory Services Inc.
  West Palm Beach, FL
• 12/2022 → Present
  Truist Investment Services Inc.
  West Palm Beach, FL

Previous Registrations

• 2020-11-19 → 2022-12-14
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Wellington, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-08-07

Other Names

• Anthony T Uvari
• Anthony Thomas Uvari
• Anthony Uvari