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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Morris Plains | NJ | 09/2016 | 01/2018 |
| Jp Morgan Chase Bank | Morris Plains | NJ | 08/2016 | 01/2018 |
| Hsbc Securities (Usa) Inc. | New York | NY | 02/2018 | 09/2020 |
| Hsbc Bank Usa, N.A. | New York | NY | 01/2018 | 09/2020 |
| Unemployed | Boonton | NJ | 10/2020 | 11/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2020 | 04/2021 |
| Hsbc Bank Usa, N.A. | New York | NY | 05/2021 | 06/2022 |
| Hsbc Securities (Usa) Inc. | New York | NY | 06/2021 | 06/2022 |
| Wells Fargo Clearing Services, Llc | New York | NY | 07/2022 | 02/2023 |
| Wells Fargo Bank, Na | New York | NY | 07/2022 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 02/2023 | 05/2024 |
| Bank Of America, N.A. | Princeton | NJ | 03/2023 | 05/2024 |
| Truist Investment Services, Inc | Ewing | NJ | 05/2024 | Present |
| Truist Advisory Services, Inc | Ewing | NJ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-14 |
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