Nathan Andrew Leopard

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

• 07/2016 → 06/2018
  Covenant Christian School
  Palm Bay, FL
• 03/2021 → 07/2022
  Art And Frame Direct
  Orlando, FL
• 07/2022 → 02/2023
  Charles Schwab & Co., Inc.
  Orlando, FL
• 02/2023 → 03/2025
  Truist Investment Services, Inc.
  Orlando, FL
• 05/2018 → 03/2021
  Cru
  Orlando, FL
• 06/2023 → Present
  Truist Advisory Services, Inc.
  Orlando, FL
• 03/2025 → Present
  Truist Investment Services, Inc
  Orlando, FL

Other Businesses

Name of Business: Biolife Plasma Services Not Investment related Address: 1385 FL-436 Plasma Center Position: Donor Date Established Dec 1, 2020 Less than 20 hours monthly devoted No hours during trading hours Donate Plasma 2 times a week, paid for donations.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09
• S63 Uniform Securities Agent State Law Examination
  2022-10-10

Other Names

• Nathan A. Leopard
• Nathan Leopard