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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Greensboro | NC | 08/2023 | 11/2024 |
| White And Wood | Greensboro | NC | 03/2023 | 11/2024 |
| American Eagle Systems | High Point | NC | 10/2021 | 03/2022 |
| Northwest Animal Hospital | Oak Ridge | NC | 05/2020 | 08/2021 |
| The Bridge Tender | Wilmington | NC | 08/2018 | 12/2019 |
| Appalachian Ski Mountain | Boone | NC | 11/2017 | 04/2018 |
| Fields Landscaping | Greensboro | NC | 09/2021 | 09/2021 |
| Right Constructs | Greensboro | NC | 10/2022 | 12/2022 |
| Homemaking | Greensboro | NC | 03/2022 | 09/2022 |
| Student | Boone | NC | 08/2016 | 08/2018 |
| Student | Wilmington | NC | 08/2018 | 03/2020 |
| Student | Greensboro | NC | 04/2020 | 08/2021 |
| The Prudential Insurance Company Of America | Greensboro | NC | 02/2024 | 08/2025 |
| Lpl Enterprise, Llc | High Point | NC | 11/2024 | 08/2025 |
| Truist Investment Service, Inc | Charlotte | NC | 09/2025 | Present |
| Trusit Advisory Services, Inc | Charlotte | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-16 |
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