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Susan Hechtlinger

Truist Advisory Services, Inc.

Charlotte, NC

CRD 2890466

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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
NC RA APPROVED 2022-05-16
  • NC RA
    APPROVED
    Since 2022-05-16

Branch Locations

214 N Tryon St Fl 32, Charlotte, NC 28202 • 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
Suntrust Investment Services, Inc. Atlanta GA 05/2008 Present
Suntrust Bank Atlanta GA 10/2012 Present
Bb&T Securities, Llc. Richmond VA 12/2019 Present
Suntrust Advisory Services Llc Atlanta GA 04/2016 Present
Genspring Family Offices, Llc Atlanta GA 04/2016 12/2017
  • 05/2008 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 10/2012 → Present
    Suntrust Bank
    Atlanta, GA
  • 12/2019 → Present
    Bb&T Securities, Llc.
    Richmond, VA
  • 04/2016 → Present
    Suntrust Advisory Services Llc
    Atlanta, GA
  • 04/2016 → 12/2017
    Genspring Family Offices, Llc
    Atlanta, GA
Previous Registrations
  • 2019-12-10 → 2021-02-17
    Bb&T Securities, Llc
    Richmond, VA
    Charlotte, NC
    Charlotte, NC
    Richmond, VA
    Atlanta, GA
    Atlanta, GA
    Richmond, VA
  • 2016-06-06 → 2017-12-31
    Atlanta, GA
  • 2003-01-16 → 2007-03-01
    Banc Of America Investment Services, Inc.
    Charlotte, NC
    Boston, MA
    Charlotte, NC
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-19
  • S66 Uniform Combined State Law Examination
    2002-12-19
Other Names
  • Susan J Hechtlinger
  • Susan J (Mi Only) Hechtlinger

View on SEC IAPD

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