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Craig Atwell Frye

Truist Advisory Services, Inc.

Mclean, VA

CRD 3198599

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-02-17
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

8200 Greensboro Drive Fl 10, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investments Charlotte NC 01/2009 02/2021
Bb&T Bank Falls Church VA 01/2009 01/2019
Bb&T Securities, Llc Fairfax VA 01/2018 02/2021
Bb&T Fairfax VA 01/2019 12/2020
Suntrust Investment Services, Inc Atlanta GA 12/2019 02/2021
Suntrust Bank Atlanta GA 12/2019 12/2020
Truist Investment Services, Inc. Fairfax VA 02/2021 Present
Truist Bank Charlotte NC 12/2020 Present
  • 01/2009 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2009 → 01/2019
    Bb&T Bank
    Falls Church, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Fairfax, VA
  • 01/2019 → 12/2020
    Bb&T
    Fairfax, VA
  • 12/2019 → 02/2021
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 12/2019 → 12/2020
    Suntrust Bank
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Fairfax, VA
  • 12/2020 → Present
    Truist Bank
    Charlotte, NC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Fairfax, VA
    Richmond, VA
  • 2009-01-27 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Falls Church, VA
    Fairfax, VA
  • 2005-01-26 → 2008-12-31
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Falls Church, VA
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-25
S63 Uniform Securities Agent State Law Examination 1999-05-10
  • S66 Uniform Combined State Law Examination
    2005-01-25
  • S63 Uniform Securities Agent State Law Examination
    1999-05-10

View on SEC IAPD

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