Rachel Carlin Biondo Glasstetter

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

• 07/2022 → 08/2023
  Truist Investment Services, Inc.
  Atlanta, GA
• 09/2021 → 07/2022
  Fulltime College Student
  Athens, GA
• 05/2021 → 09/2021
  Fickling Management Services, Llc
  Athens, GA
• 07/2012 → 05/2021
  Full-Time Student
  Dallas, TX
• 08/2018 → 05/2021
  Full-Time Student
  Athens, GA
• 12/2022 → 08/2023
  Truist Advisory Services, Inc.
  Atlanta, GA
• 08/2023 → Present
  Truist Investment Services, Inc
  Dallas, TX
• 08/2023 → Present
  Truist Advisory Services, Inc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2022-10-18