Andrew David Stevenson

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

• 01/2008 → 04/2018
  Bb&T Bank
  Gainesville, GA
• 04/2018 → Present
  Bb&T Investments
  Charlotte, NC
• 04/2018 → 01/2019
  Bb&T Bank
  Cumming, GA
• 04/2018 → Present
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → Present
  Bb&T
  Cumming, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Cumming, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-07-31 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Cumming, GA
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-07-30

Other Names

• Andrew D Stevenson