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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc | Ponta Vedra | FL | 04/2026 | Present |
| Suntrust Bank | Pembroke Pines | FL | 07/2006 | 05/2018 |
| Suntrust Bank | Jacksonville | FL | 06/2018 | 01/2019 |
| Gametality Compurers | Jacksonville | FL | 02/2019 | 10/2019 |
| Truist Bank | Jacksonville | FL | 11/2019 | 08/2022 |
| Truist Bank | Ponta Vedra | FL | 08/2022 | 10/2025 |
| Truist Investment Services, Inc | Ponte Vedra | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
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