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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Houston | TX | 07/2022 | Present |
| Houston Trust Company | Houston | TX | 10/2020 | 06/2022 |
| Sentinel Trust Company | Houston | TX | 04/2010 | 09/2020 |
THE BUSH SCHOOL OF GOVERNMENT & PUBLIC SERVICE - TEXAS A&M UNIVERSITY POSITION: Advisory Board Member NATURE: Higher education institution providing graduate level and PhD degrees centered around local government & public service, City management, and foreign relations / intelligence. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 04/05/2018 ADDRESS: College Station TX, United States DESCRIPTION: Attending quarterly meetings to interact with students / campus staff. Advise the Dean of the school on matters relating to long-term vision of the school. RAISEUP FAMILIES POSITION: Member, Board of Directors NATURE: Since 1994 RaiseUp Families has been providing financial assistance to parents of school-age children while helping them attain higher income jobs and teaching invaluable budgeting skills. RaiseUp Families stabilizes parents from vulnerable communities who face unexpected financial crises so their children can focus on their education, giving them the opportunity for a better life. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2025 ADDRESS: Houston TX, United States DESCRIPTION: Member of the board of directors serving in an advisory capacity and assisting in raising outside funds for the organization.
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