John Donald Galligan

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

• 06/2015 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2014-01-28 → 2015-06-29
  Fifth Third Securities, Inc.
  Clearwater, FL
  Clearwater, FL
  Palm Harbor, FL
  Bayonet Point, FL
  New Port Richey, FL
  Holiday, FL
  Tampa, FL
  Tampa, FL
  Clearwater, FL
  Largo, FL
  Clearwater, FL
  Tampa, FL
  Clearwater, FL
  Holiday, FL
  Maitland, FL
  Tampa, FL
  Tampa, FL
• 2011-08-15 → 2014-02-06
  Msi Financial Services, Inc.
  Tampa, FL
• 2009-06-01 → 2011-08-15
  Morgan Stanley
  Lutz, FL
  Lutz, FL
  Palm Harbor, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lutz, FL
• 2007-01-29 → 2007-04-02
  Morgan Stanley Dw Inc.
  Port Richey, FL
• 2005-01-31 → 2007-02-12
  Robert W. Baird & Co. Incorporated
  Palm Harbor, FL
  Palm Harbor, FL

Other Businesses

PINELLAS COUNTY ELECTIONS OFFICE POSITION: Inspector NATURE: Pinellas County Supervisor of Elections Office - poll worker duties. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2022 ADDRESS: Clearwater FL, United States DESCRIPTION: Inspector duties on election day are to verify a voter's ID and confirm they are eligible to vote in their assigned precinct.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-28
• S66 Uniform Combined State Law Examination
  1999-06-30

Other Names

• John Donald Galligan