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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2018-08-08 |
| TX | RA | APPROVED_RES | 2018-03-09 |
| GA | RA | APPROVED | 2017-12-05 |
Branch Locations
740 Battery Ave, Se Ste 8500, Atlanta, GA 30339 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2009 | 12/2017 |
| Bank Of America, N.A. | Atlanta | GA | 01/2010 | 12/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 12/2017 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-06 |
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