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Martiara Boyd

Truist Advisory Services, Inc.

Charlotte, NC

CRD 7768764

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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
NC RA APPROVED 2024-11-20
  • NC RA
    APPROVED
    Since 2024-11-20

Branch Locations

214 N Tryon St Fl 32, Charlotte, NC 28202 • 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
Truist Investment Services, Inc Charlotte NC 07/2024 Present
N/A Chicago IL 07/2016 09/2016
Brooks College Prep Chicago IL 10/2016 06/2019
One Summer Chicago Chicago IL 07/2019 08/2019
Brooks College Prep Chicago IL 09/2019 06/2020
Public Image Partnership Chicago IL 07/2020 08/2020
North Carolina A&T State University Greensboro NC 09/2020 12/2020
North Carolina A&T State University Greensboro NC 01/2021 05/2021
Ups Chicago IL 05/2021 05/2021
Instacart Chicago IL 06/2021 07/2021
S3 Security Chicago IL 07/2021 08/2021
Society For Financial Education And Professional Development Greensboro NC 08/2021 05/2022
Society For Financial Education And Professional Development Greensboro NC 08/2022 05/2023
Society For Financial Education And Professional Development Greensboro NC 08/2023 07/2024
N/A Charlotte NC 05/2022 06/2022
Delotte Charlotte NC 07/2022 08/2022
Truist Investment Services, Inc Charlotte NC 06/2023 08/2023
S3 Security Chicago IL 08/2022 08/2022
Truist Advisory Services, Inc Charlotte NC 11/2024 Present
  • 07/2024 → Present
    Truist Investment Services, Inc
    Charlotte, NC
  • 07/2016 → 09/2016
    N/A
    Chicago, IL
  • 10/2016 → 06/2019
    Brooks College Prep
    Chicago, IL
  • 07/2019 → 08/2019
    One Summer Chicago
    Chicago, IL
  • 09/2019 → 06/2020
    Brooks College Prep
    Chicago, IL
  • 07/2020 → 08/2020
    Public Image Partnership
    Chicago, IL
  • 09/2020 → 12/2020
    North Carolina A&T State University
    Greensboro, NC
  • 01/2021 → 05/2021
    North Carolina A&T State University
    Greensboro, NC
  • 05/2021 → 05/2021
    Ups
    Chicago, IL
  • 06/2021 → 07/2021
    Instacart
    Chicago, IL
  • 07/2021 → 08/2021
    S3 Security
    Chicago, IL
  • 08/2021 → 05/2022
    Society For Financial Education And Professional Development
    Greensboro, NC
  • 08/2022 → 05/2023
    Society For Financial Education And Professional Development
    Greensboro, NC
  • 08/2023 → 07/2024
    Society For Financial Education And Professional Development
    Greensboro, NC
  • 05/2022 → 06/2022
    N/A
    Charlotte, NC
  • 07/2022 → 08/2022
    Delotte
    Charlotte, NC
  • 06/2023 → 08/2023
    Truist Investment Services, Inc
    Charlotte, NC
  • 08/2022 → 08/2022
    S3 Security
    Chicago, IL
  • 11/2024 → Present
    Charlotte, NC
Other Businesses

MB LUXE EVENTS POSITION: Owner NATURE: Event Decorating INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2025 ADDRESS: Charlotte NC, United States DESCRIPTION: Create, Sell, and Market event decorating experiences and products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-31
  • S66 Uniform Combined State Law Examination
    2024-10-31

View on SEC IAPD

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