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Adrienne Snow Stroupe

Truist Advisory Services, Inc.

Charlotte, NC

CRD 7357250

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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 2021-07-30
  • NC RA
    APPROVED
    Since 2021-07-30

Branch Locations

214 Tryon St Fl 46, 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
Bbt Charlotte NC 06/2004 04/2021
Truist Investment Services, Inc Charlotte NC 04/2021 12/2025
Truist Advisory Services, Inc Charlotte NC 07/2021 12/2025
Truist Investment Services, Inc Charlotte NC 12/2025 Present
Truist Advisory Services, Inc Charlotte NC 12/2025 Present
  • 06/2004 → 04/2021
    Bbt
    Charlotte, NC
  • 04/2021 → 12/2025
    Truist Investment Services, Inc
    Charlotte, NC
  • 07/2021 → 12/2025
    Truist Advisory Services, Inc
    Charlotte, NC
  • 12/2025 → Present
    Truist Investment Services, Inc
    Charlotte, NC
  • 12/2025 → Present
    Truist Advisory Services, Inc
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-29
  • S66 Uniform Combined State Law Examination
    2021-07-29
Other Names
  • Adrienne Leigh Snow

View on SEC IAPD

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