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Andrew Kutner

Truist Advisory Services, Inc.

Raleigh, NC

CRD 6795252

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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
NC RA APPROVED 2023-07-27
  • NC RA
    APPROVED
    Since 2023-07-27

Branch Locations

6659 Falls Of Neuse Rd, Raleigh, NC 27615 • 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
Unemployed Raleigh NC 11/2016 04/2017
Salesforce4Hire Raleigh NC 03/2015 10/2016
Axa Advisors, Llc New York NY 05/2017 10/2017
Pruco Securities, Llc Charlotte NC 10/2017 07/2021
Wells Fargo Clearing Services, Llc Raleigh NC 07/2021 Present
Wells Fargo Bank, Na Raleigh NC 07/2021 Present
  • 11/2016 → 04/2017
    Unemployed
    Raleigh, NC
  • 03/2015 → 10/2016
    Salesforce4Hire
    Raleigh, NC
  • 05/2017 → 10/2017
    Axa Advisors, Llc
    New York, NY
  • 10/2017 → 07/2021
    Pruco Securities, Llc
    Charlotte, NC
  • 07/2021 → Present
    Wells Fargo Clearing Services, Llc
    Raleigh, NC
  • 07/2021 → Present
    Wells Fargo Bank, Na
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-28
S63 Uniform Securities Agent State Law Examination 2017-12-04
  • S65 Uniform Investment Adviser Law Examination
    2017-12-28
  • S63 Uniform Securities Agent State Law Examination
    2017-12-04
Other Names
  • Andy Kutner
  • Andrew Brett Kutner
  • Andrew Kutner
  • Andrew B Kutner

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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