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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bala Cynwyd | PA | 09/2017 | 07/2018 |
| New York Life Insurance Company | Bala Cynwyd | PA | 07/2017 | 07/2018 |
| Stitch Fix | San Francisco | CA | 04/2015 | 05/2022 |
| Santander Bank, Na | Boston | MA | 08/2018 | 12/2021 |
| Santander Securities, Llc | Dorchester | MA | 08/2018 | 12/2021 |
| Truist Investment Services, Inc. | Jenkintown | PA | 10/2023 | Present |
| Truist | Philadelphia | PA | 01/2022 | Present |
| L'OCcitane | King Of Prussia | PA | 03/2016 | 08/2017 |
| Atn Event Staffing | Philadelphia | PA | 05/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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