Katherine Rae Trivisonno

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

• 01/2016 → 10/2017
  Citizens Securities, Inc
  Parma, OH
• 01/2018 → 06/2020
  Us Bank
  Colombus, OH
• 01/2018 → 06/2020
  U.S. Bancorp Investments, Inc
  Colombus, OH
• 06/2020 → Present
  Suntrust Investment Services,Inc.
  Atlanta, GA
• 06/2020 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-02-02 → 2020-06-29
  U.S. Bancorp Investments, Inc.
  Columbus, OH
• 2015-11-17 → 2017-10-11
  Citizens Securities, Inc.
  Strongsville, OH
  Avon, OH
  Fairview Park, OH
  Strongsville, OH
  North Olmstead, OH
  Medina, OH
  Strongsville, OH
  Parma, OH
  Toledo, OH

Other Businesses

NOTARY PUBLIC POSITION: Notary Public NATURE: Notarize documents INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2008 ADDRESS: Strongsville OH, United States DESCRIPTION: Notarize documents

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-01
• S63 Uniform Securities Agent State Law Examination
  2015-04-06

Other Names

• Katherine Rae Sanyi
• Katherine Rae Mcaleer