Caroline Long Thomas

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

• 05/2023 → 02/2026
  Truist Investment Services, Inc
  Charlotte, NC
• 07/2022 → 04/2023
  Truist Financial Corporation
  Charlotte, NC
• 06/2022 → 06/2022
  Unemployed
  Nashville, TN
• 08/2018 → 05/2022
  University Of South Carolina
  Columbia, SC
• 08/2014 → 05/2018
  Father Ryan High School
  Nashville, TN
• 05/2021 → 05/2022
  Wps Health Solutions
  Columbia, SC
• 05/2020 → 08/2020
  Fn America
  Columbia, SC
• 05/2017 → 08/2019
  Camp Marymount
  Fairview, TN
• 11/2018 → 01/2021
  Alter'd State
  Nashville, TN
• 11/2016 → 01/2018
  Oak Hall
  Nashville, TN
• 02/2026 → Present
  Truist Investment Services, Inc
  Charlotte, NC
• 02/2026 → Present
  Truist Advisory Services, Inc
  Charlotte, NC
• 10/2023 → 02/2026
  Truist Advisory Services, Inc
  Charlotte, NC

Other Businesses

SHOPMY POSITION: Creator NATURE: ShopMy is a platform that allows creators to monetize their influence by curating digital storefronts, linking products, and earning commissions while connecting with top brands. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2026 ADDRESS: Worcester MA, United States DESCRIPTION: Users can create a personalized digital shop, add products from over 50,000 brand partners, and share affiliate links with their audience across social media platforms.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-29
• S63 Uniform Securities Agent State Law Examination
  2023-08-28

Other Names

• Caroline Long