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Danielle Elizabeth Ponce

Truist Advisory Services, Inc.

Roanoke, VA

CRD 7663477

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-21
  • VA RA
    APPROVED
    Since 2025-01-21

Branch Locations

10 Franklin Road, Roanoke, VA 24011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gorski Enterprises Llc Findley NY 02/2015 05/2018
Firdt Bank Blue Ridge VA 06/2018 10/2022
Truist Investment Services, Inc Roanoke VA 10/2022 Present
  • 02/2015 → 05/2018
    Gorski Enterprises Llc
    Findley, NY
  • 06/2018 → 10/2022
    Firdt Bank
    Blue Ridge, VA
  • 10/2022 → Present
    Truist Investment Services, Inc
    Roanoke, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-17
  • S66 Uniform Combined State Law Examination
    2025-01-17

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

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