Seth Twisdale

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

• 12/2023 → 06/2025
  First Citizens Investor Services
  Raleigh, NC
• 07/2023 → 06/2025
  First Citizens Bank
  Winston Salem, NC
• 04/2010 → 08/2019
  Unemployed
  Virginia Beach, VA
• 08/2019 → 05/2023
  University Of South Carolina
  Columbia, SC
• 06/2022 → 04/2023
  First Citizens Bank
  Columbia, SC
• 06/2025 → Present
  Truist Investment Services, Inc.
  Mount Pleasant, SC

Other Businesses

PERSONAL TECHNOLOGY PROJECT POSITION: Creator NATURE: Personal Technology Project in early development. Creating a web-based application that allows individual real estate property owners to manually log and track information about the properties they own. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2026 ADDRESS: Charleston SC, United States DESCRIPTION: Sole developer of a personal technology project. Responsibilities include designing and building a web application in personal time using personal equipment. No client interaction, no financial transactions, no investment advice, no securities activity of any kind.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-12
• S63 Uniform Securities Agent State Law Examination
  2024-02-29