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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-02-09 |
| TX | RA | APPROVED_RES | 2017-03-13 |
| FL | RA | APPROVED | 2016-09-27 |
Branch Locations
26731 S Taimami Trail, Bonita Springs, FL 34134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Securities, Inc. | Naples | FL | 07/1997 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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