David Scott Yuschak

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 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 11/2016 → 02/2021
  Suntrust Advisory Services
  Atlanta, GA
• 02/2021 → 04/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 04/2022 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Other Businesses

WANNA GO BACK POSITION: Owner NATURE: Vacation Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2021 ADDRESS: Panama City Beach FL, United States DESCRIPTION: Own rental, managed by outside company CHEROKEE HIGH SCHOOL GIRL'S FLAG FOOTBALL POSITION: Board Member NATURE: Volunteer board member for my daughter, Claire's HS flag football team. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: Canton GA, United States DESCRIPTION: Treasurer on the board as of 7/1/2024. Will have check writing authority. Board policy is any check over $250 requires the signature of the President and the Treasurer. There is a treasurer's report at every monthly board meeting where the beginning and ending balance of the checking account is reviewed and reconciled.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-07

Designations

• Chartered Financial Analyst

Other Names

• D. Scott Yuschak
• Scott Yuschak