Colleen Ann Silver

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

• 07/2008 → 05/2022
  Fiduciary Trust Co International/Franklin Templeton Investments
  New York, NY
• 05/2022 → 11/2023
  Truist Advisory Services, Inc.
  New York, NY
• 11/2023 → Present
  Truist Advisory Services, Inc.
  New York, NY

Other Businesses

SCIENCE MUSEUM OF MINNESOTA POSITION: Investment committee member NATURE: The Science Museum of Minnesota is a 501 (c)3 nonprofit organization -- a museum "...dedicated to collaborating with [the] community to create a world where everyone has the power to use science to make lives better through education, in-person experiences, online learning, [and other activities.]" INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: St. Paul MN, United States DESCRIPTION: Assist in the oversight of current OCIO provider Mercer who is implementing a values-aligned approach with the Museum's endowment. I will not be providing investment advice and/or recommendations but will be helping the other committee members perform oversight of the current OCIO. This is a volunteer role that is expected to require periodic Investment Committee virtual calls (most likely quarterly) and ad hoc business.

Designations

• Chartered Financial Analyst

Other Names

• Colleen Ann Higgins