Nicole Marie Randolph

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

• 04/2018 → 01/2019
  Bb&T Bank
  Gambrills, MD
• 04/2018 → 02/2022
  Bb&T Investments
  Charlotte, NC
• 04/2018 → 02/2022
  Bb&T Securities, Llc
  Richmond, VA
• 07/2009 → 04/2018
  Pnc Bank
  Annapolis, MD
• 01/2019 → 02/2022
  Bb&T
  Gambrills, MD
• 02/2021 → 02/2022
  Truist Investment Services, Inc.
  Gambrills, MD
• 02/2021 → 02/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 02/2022 → 09/2025
  Truist Investment Services,Inc
  Fort Myers, FL
• 02/2022 → 09/2025
  Truist Advisory Services, Inc
  Fort Myers, FL
• 09/2025 → Present
  Truist Investment Services, Inc
  Cape Coral, FL
• 09/2025 → Present
  Truist Advisory Services, Inc
  Cape Coral, FL

Previous Registrations

• 2018-08-30 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Gambrills, MD
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-08-29

Other Names

• Nicole Marie Greenwald