Samantha Jo Pardee

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

• 02/2014 → 01/2019
  Bb&T Bank
  Morgantown, WV
• 02/2014 → 02/2021
  Bbtis
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2021
  Bb&T
  Charleston, WV
• 12/2019 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2019 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 02/2021 → 07/2021
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2021 → 07/2021
  Truist Advisory Services, Inc.
  Richmond, VA
• 07/2021 → 02/2026
  Truist Advisory Services, Inc.
  Richmond, VA
• 07/2021 → 02/2026
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2026 → Present
  Truist Investment Services, Inc
  Richmont, VA
• 02/2026 → Present
  Truist Advisor Services, Inc
  Richmont, VA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Charleston, WV
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
• 2014-05-16 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Morgantown, WV
  Charleston, WV

Exams

• S66 Uniform Combined State Law Examination
  2014-05-07

Other Names

• Samantha Jo Wanichko
• Samantha Pardee