Gene Riley Maszy

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

• 07/2009 → 02/2018
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA
• 02/2018 → Present
  Suntrust Investment Services,Inc.
  Atlanta, GA

Previous Registrations

• 2004-11-05 → 2009-07-09
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2000-04-28 → 2004-11-01
  Concourse Financial Group Securities, Inc.
  Ponte Vedra Beach, FL

Other Businesses

ACTOR POSITION: Actor NATURE: Actor for print, TV and internet. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/04/2019 ADDRESS: Jacksonville FL, United States DESCRIPTION: Act in commercials and print for TV and the internet. I do not accept assignments for Financial Services companies. CLEANING UP TODAYS SOCIETY INC POSITION: Board Member NATURE: Not for profit organization focusing on the mentorship of at risk youth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2022 ADDRESS: Jacksonville FL, United States DESCRIPTION: Board oversight of organization and fundraising.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-03-03
• S66 Uniform Combined State Law Examination
  1999-05-19

Designations

• Certified Financial Planner