Lee Anne Bloom

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

• 11/2010 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 11/2010 → 04/2021
  Bank Of America, N.A.
  Orlando, FL
• 04/2021 → 07/2024
  Suntrust/Truist Bank
  Winter Park, FL
• 04/2021 → 07/2024
  Truist Investment Services, Inc.
  Atlanta, GA
• 04/2021 → 07/2024
  Truist Advisory Services,Inc
  Atlanta, GA
• 07/2024 → Present
  Truist Advisory Services,Inc
  Vinginia Beach, VA
• 07/2023 → Present
  Truist Investment Services, Inc
  Vinginia Beach, VA

Previous Registrations

• 2010-11-12 → 2021-04-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Winter Park, FL
  Orlando, FL
  Orlando, FL
  New York, NY
  New York, NY
• 2009-06-01 → 2010-12-07
  Morgan Stanley
  Winter Park, FL
• 2007-05-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  Winter Park, FL
• 2003-11-18 → 2007-06-22
  Truist Investment Services, Inc.
  Winter Park, FL
  Orlando, FL
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2003-11-13
• S63 Uniform Securities Agent State Law Examination
  2001-04-26

Other Names

• Lee Anne Whitehead
• Lee Anne Bloom
• Leeanne Bloom
• Leeanne Anne Bloom
• Lee Anne Carnes
• Leeanne Bloom