Sadie Machan Gatch

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

• 05/2013 → 03/2026
  Suntrust Investment Services, Inc
  Atlanta, GA
• 04/2013 → 03/2026
  Suntrust Bank
  Lady Lake, FL
• 08/2016 → 02/2021
  Suntrust Advisory Services
  Atlanta, GA
• 03/2026 → Present
  Truist Investment Services, Inc.
  The Villages, FL
• 03/2026 → Present
  Truist Advisory Services, Inc.
  The Villages, FL

Previous Registrations

• 2000-10-01 → 2013-04-10
  Wells Fargo Clearing Services, Llc
  Tavares, FL
  Orlando, FL
  Orlando, FL
  Lady Lake, FL
  Tavares, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-18

Other Names

• Sadie Machan
• Gatch Sadie
• Sadie Dawn Machan
• Sadie Dawn Machan
• Sadie Dawn Gatch