Lisandra Slavik

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

• 08/2006 → 11/2020
  Fifth Third Bank
  Naples, FL
• 03/2018 → 11/2020
  Fifth Third Securities
  Naples, FL
• 12/2020 → 01/2021
  Unemployed
  Naples, FL
• 02/2021 → 12/2023
  Suntrust/Truist Bank
  Naples, FL
• 02/2021 → 12/2023
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Advisory Services,Inc.
  Atlanta, GA
• 12/2023 → Present
  Truist Investment Services, Inc
  Atlanta, GA

Previous Registrations

• 2018-08-28 → 2020-11-04
  Fifth Third Securities, Inc.
  Naples, FL
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-08-09

Other Names

• Lisandra Cuza
• Lisandra Napolitano