Harry Nicholas Koutroumanis

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

• 01/2021 → 04/2021
  Ruffalo Noel Levitz
  Gainesville, FL
• 06/2021 → 01/2022
  Cmi Packaging
  St. Petersburg, FL
• 06/2022 → 08/2022
  Truist Investment Services, Inc.
  Charlotte, NC
• 08/2015 → 05/2019
  Jesuit High School
  Tampa, FL
• 08/2019 → 05/2023
  Univeristy Of Florida
  Gainesville, FL
• 07/2023 → 01/2024
  Truist Investment Services, Inc.
  Charlotte, NC
• 11/2023 → 01/2024
  Truist Advisory Services, Inc.
  Charlotte, NC
• 01/2024 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC
• 01/2024 → Present
  Truist Investment Services, Inc.
  Charlotte, NC

Other Businesses

HELLENIC PERFORMING ARTS FOUNDATION INC POSITION: Director NATURE: The Hellenic Performing Arts Foundation aims to support those who are keepers of authentic Hellenic, Greek and Cypriot performing arts (music, traditional dance, costumes, culture, etc.). INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 11/26/2024 ADDRESS: Potomac MD, United States DESCRIPTION: To establish the mission, purposes, goals, and program priorities to be implemented by the Corporation's volunteers and staff through a strategic planning process. Assist in idea generation and development of the research strategy for traditional folk dance/digitizing the information discovered. Attend regular meetings and advocate the mission, values, accomplishments, and goals of the corporation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-30
• S63 Uniform Securities Agent State Law Examination
  2023-10-02