Timothy E Delia

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

• 07/2016 → 06/2017
  Bbtis
  Newton, PA
• 06/2017 → Present
  Bbtis
  Newton, PA
• 01/2018 → Present
  Bb&T Securities, Llc
  Jenkintown, PA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Jenkintown, PA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Jenkintown, PA
  Allentown, PA
  Richmond, VA
• 2016-07-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Warminster, PA
  Charlotte, NC
  Allentown, PA
  Collegeville, PA
  Philadelphia, PA
  Jenkintown, PA
  Allentown, PA
• 2016-01-04 → 2016-07-12
  Cetera Investment Advisers Llc
  Newtown, PA

Other Businesses

LASALLE HIGH SCHOOL POSITION: Assistant Football Coach NATURE: Assistant Football Coach INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2025 ADDRESS: WYNDMOOR PA, United States DESCRIPTION: Coach freshman football.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-17
• S63 Uniform Securities Agent State Law Examination
  2014-10-02

Other Names

• Ted Delia