Elio A Rey

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

Authority	Category	Status	Date
FL	RA	APPROVED	2022-01-25

FL RA
APPROVED

Since 2022-01-25

Branch Locations

7777 Brickell Ave, Miami, FL 33131 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Citibank	Miami	FL	08/2018	03/2019
Truist	Miami	FL	06/2019	07/2021
Truist Investment Services, Inc.	Miami	FL	07/2021	Present
Regions Bank	Miami	FL	04/2014	11/2016
Unemployed	Miami	FL	03/2019	06/2019
Regions Bank	Miami	FL	11/2016	08/2018
Citibank	Coral Gables	FL	08/2018	03/2019
Regions Bank	Miami	FL	03/2019	05/2019

08/2018 → 03/2019

Citibank

Miami, FL
06/2019 → 07/2021

Truist

Miami, FL
07/2021 → Present

Truist Investment Services, Inc.

Miami, FL
04/2014 → 11/2016

Regions Bank

Miami, FL
03/2019 → 06/2019

Unemployed

Miami, FL
11/2016 → 08/2018

Regions Bank

Miami, FL
08/2018 → 03/2019

Citibank

Coral Gables, FL
03/2019 → 05/2019

Regions Bank

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-10

S66 Uniform Combined State Law Examination

2022-01-10

View on SEC IAPD