Maria Zoubroulis

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

• 01/2022 → Present
  Truist Investment Services Inc
  Reston, VA
• 11/2017 → 01/2022
  Truist Financial
  Mclean, VA
• 03/2017 → 11/2017
  Bb&T Now Truist Financial
  West Chester, PA
• 04/2015 → 03/2017
  Citizens Bank
  Glen Mills, PA

Other Businesses

CAFEMISTRY LLC POSITION: Member NATURE: My husband and I formed an LLC for our Coffee Roasting business. My husband will be running the business, and I will be assisting with the administration side of things. We will be selling roasted coffee beans online. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: Burke VA, United States DESCRIPTION: My responsibilities will be to assist my husband with the administration side of the business, such as invoicing, tax preparation, office paperwork, and dealing with merchant services.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30