Brad Jay Cherkin

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

• 09/2010 → 01/2018
  Bb&T Bank
  Naples, FL
• 09/2010 → 01/2018
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 04/2018
  Bb&T Securities, Llc
  Naples, FL
• 04/2018 → 02/2021
  Bb&T Securities
  Naples, FL
• 02/2021 → 08/2024
  Truist Investment Services, Inc.
  Naples, FL
• 02/2021 → 08/2024
  Truist Advisory Services, Inc.
  Naples, FL
• 08/2024 → Present
  Truist Investment Services, Inc.
  Naples, FL
• 08/2024 → Present
  Truist Advisory Services, Inc.
  Naples, FL

Previous Registrations

• 2018-08-24 → 2021-02-17
  Bb&T Securities, Llc
  Naples, FL
  Richmond, VA
• 2018-01-02 → 2018-04-30
  Bb&T Securities, Llc
  Charlotte, NC
  Naples, FL
• 2010-12-20 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-16
• S63 Uniform Securities Agent State Law Examination
  2009-05-11

Other Names

• B J Cherkin
• Brad Cherkin
• Brad Jay Cherkin