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Dean Joseph Mandanici

Truist Advisory Services, Inc.

Saint Augustine, FL

CRD 1676140

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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
TX RA APPROVED 2025-07-02
FL RA APPROVED 2024-11-13
  • TX RA
    APPROVED
    Since 2025-07-02
  • FL RA
    APPROVED
    Since 2024-11-13

Branch Locations

4600 Us Highway 1 S, Saint Augustine, FL 32086 • 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
U.S. Bancorp Investments, Inc. Brooklyn OH 12/2012 06/2020
Suntrust Investment Services, Inc. Atlanta GA 06/2020 Present
Suntrust Advisory Services, Inc. Atlanta GA 06/2020 Present
  • 12/2012 → 06/2020
    Brooklyn, OH
  • 06/2020 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 06/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2012-12-04 → 2020-06-29
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Brooklyn, OH
    Cleveland, OH
    Cleveland, OH
    Parma, OH
    Brook Park, OH
    Brooklyn, OH
  • 2010-08-05 → 2012-12-03
    Parma, OH
    Cuyahoga Falls, OH
    Akron, OH
    Akron, OH
    Akron, OH
    Akron, OH
    Akron, OH
    Wadsworth, OH
    Fairlawn, OH
    Akron, OH
    Norton, OH
    Wadsworth, OH
  • 2008-03-19 → 2010-07-16
    Fairlawn, OH
    Hinckley, OH
    Medina, OH
    Hudson, OH
    Akron, OH
    Akron, OH
    Akron, OH
    Bellville, OH
    Shelby, OH
    Lucas, OH
    Galion, OH
    Marengo, OH
    Malvern, OH
    Barberton, OH
    Doylestown, OH
    Akron, OH
    Mogadore, OH
    Akron, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-17
S63 Uniform Securities Agent State Law Examination 2002-11-15
  • S66 Uniform Combined State Law Examination
    2008-03-17
  • S63 Uniform Securities Agent State Law Examination
    2002-11-15

View on SEC IAPD

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