Best Investors Account Sign in

Hugh Solomon Valentine Leslie

Truist Advisory Services, Inc.

Annapolis, MD

CRD 5109502

Claim This Profile
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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2016-09-14
  • MD RA
    APPROVED
    Since 2016-09-14

Branch Locations

2350 Solomons Island Rd Fl 1, Annapolis, MD 21401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc Atlanta GA 01/2014 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 01/2014 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2011-06-29 → 2014-01-17
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Dundalk, MD
    Baltimore, MD
    Reistertown, MD
    Baltimore, MD
    Baltimore, MD
    Bel Air, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Reisterstown, MD
    Owings Mills, MD
    Pikesville, MD
    Baltimore, MD
    Reistertown, MD
    Baltimore, MD
  • 2006-08-21 → 2010-07-22
    Columbia, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-16
  • S66 Uniform Combined State Law Examination
    2006-08-16
Other Names
  • Solomon Leslie
  • Solomon Valentine Leslie

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Annapolis, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor