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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-27 |
Branch Locations
1400 Post Oak Blvd Ste 650, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Wealth Management | Houston | TX | 04/2020 | 02/2025 |
| Bank Of America | Houston | TX | 12/2017 | 04/2020 |
| Frank Law Firm | Houston | TX | 04/2015 | 12/2017 |
| Truist Investment Services, Inc. | Houston | TX | 02/2025 | Present |
| Truist Advisory Services, Inc. | Houston | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
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