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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-15 |
Branch Locations
3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-18 |
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