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Robert J Schuckmann

Truist Advisory Services, Inc.

Atlanta, GA

CRD 6752490

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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
GA RA APPROVED 2017-03-29
  • GA RA
    APPROVED
    Since 2017-03-29

Branch Locations

3300 Northside Parkway Fl 1, Atlanta, GA 30327 • 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
Suntrust Bank Atlanta GA 01/2014 Present
Suntrust Advisory Services, Inc Atlanta GA 03/2017 Present
  • 01/2014 → Present
    Suntrust Bank
    Atlanta, GA
  • 03/2017 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
Designations
  • Certified Financial Planner
Other Names
  • Bobby Schuckmann

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
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Nearby Offices

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