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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 | 2025-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St.CLoud | MN | 07/2015 | 10/2016 |
| Regions Bank | New Smyrna Beach | FL | 07/2015 | 10/2016 |
| Cetera Investment Advisers Llc | New Smyrna Beach | FL | 01/2016 | 10/2016 |
| Pnc Investments | Pittsburgh | PA | 10/2016 | 12/2017 |
| Merrill Lynch Pierce Fenner & Smith Inc | Deland | FL | 12/2017 | 11/2018 |
| Bank Of America Na | Deland | FL | 12/2017 | 11/2018 |
| Keyes, Stange & Wooten Wealth Management, Llc | Daytona Beach | FL | 11/2018 | 02/2019 |
| Keyes, Stange & Wooten Cpa Firm, Llc | Daytona Beach | FL | 11/2018 | 02/2019 |
| Mad Hatters Management, Llc | Daytona Beach | FL | 11/2018 | 02/2019 |
| Merrill Lynch Pierce Fenner & Smith Inc | Port Orange | FL | 02/2019 | 04/2024 |
| Bank Of America Na | Port Orange | FL | 02/2019 | 04/2024 |
| Edward Jones | St Louis | MO | 04/2024 | 04/2025 |
| Truist Investment Services, Inc | Port Orange | FL | 04/2025 | Present |
| Truist Advisory Services, Inc | Port Orange | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-16 |
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