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Christiana O Webb

Truist Advisory Services, Inc.

Atlanta, GA

CRD 5116707

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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
GA RA APPROVED 2024-11-15
  • GA RA
    APPROVED
    Since 2024-11-15

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Peachtree City GA 06/2009 08/2024
Morgan Stanley Private Bank, N.A. New York NY 03/2016 08/2024
Truist Investment Services, Inc. Atlanta GA 11/2024 Present
Truist Advisory Services, Inc. Atlanta GA 11/2024 Present
Unemployed Tyrone GA 08/2024 10/2024
  • 06/2009 → 08/2024
    Morgan Stanley Smith Barney Llc
    Peachtree City, GA
  • 03/2016 → 08/2024
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 11/2024 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 11/2024 → Present
    Atlanta, GA
  • 08/2024 → 10/2024
    Unemployed
    Tyrone, GA
Previous Registrations
  • 2009-06-01 → 2024-09-10
    Atlanta, GA
    Atlanta, GA
    Peachtree City, GA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Atlanta, GA
  • 2006-08-23 → 2007-04-02
    Morgan Stanley Dw Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-18
  • S66 Uniform Combined State Law Examination
    2006-08-18
Other Names
  • Christina Webb
  • Christiana Webb

View on SEC IAPD

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