Robert Anthony Rowe

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

• 05/2015 → 02/2021
  Bb&T Securities
  Alexandria, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Alexandria, VA

Previous Registrations

• 2015-09-30 → 2021-02-17
  Bb&T Securities, Llc
  Alexandria, VA
  Richmond, VA

Other Businesses

CITY OF DESERT HOT SPRINGS, CA - PLANNING COMMISSION POSITION: Planning Commissioner NATURE: Planning Commission for the City of Desert Hot Springs, CA. This position requires approximately 4 - 5 hours each month. There is one meeting each month on the 2nd Tuesday at 6:00 pm. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: Desert Hot Springs CA, United States DESCRIPTION: The functions of the planning commission are to review and act on matters related to planning and development. One of five planning commissioners. We review requests for business licenses, residential and business developments and review design plans for new developments. We vote to approve or deny the requests.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-30
• S63 Uniform Securities Agent State Law Examination
  1998-11-10

Other Names

• Robert A Rowe