Douglas James Dalmedo

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

• 01/2008 → 07/2022
  Wells Fargo Bank, N.A.
  New York, NY
• 02/2011 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  New York, NY
• 07/2022 → Present
  Truist Investment Services, Inc
  New York, NY
• 07/2022 → Present
  Truist Advisory Services, Inc
  New York, NY

Previous Registrations

• 2011-07-20 → 2022-07-27
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  New York, NY
  New York, NY
  New York, NY
  Charlotte, NC
  Minneapolis, MN
  Tarpon Springs, FL
• 2008-01-10 → 2008-07-03
  Wells Fargo Clearing Services, Llc
  New York, NY
• 2006-07-10 → 2007-12-07
  Lehman Brothers Inc.
  New York, NY
• 2004-11-22 → 2006-07-18
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2011-07-07
• S63 Uniform Securities Agent State Law Examination
  1992-07-21