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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Cinemas | Pembroke Pines | FL | 02/2016 | 12/2018 |
| Space Coast Credit Union | Miramar | FL | 01/2019 | 07/2023 |
| Full Time Education | Miami | FL | 04/2014 | 11/2016 |
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2023 | 01/2025 |
| Truist Investment Services, Inc | Orlando | FL | 01/2025 | 05/2025 |
| Truist Advisory Services, Inc | Orlando | FL | 01/2025 | 05/2025 |
| Truist Investment Services, Inc | Orlando | FL | 05/2025 | Present |
| Truist Advisory Services, Inc | Orlando | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-25 |
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