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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-19 |
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