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Christopher Thomas Pantano

Truist Advisory Services, Inc.

Orlando, FL

CRD 3103725

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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
FL RA APPROVED 2016-09-12
  • FL RA
    APPROVED
    Since 2016-09-12

Branch Locations

333 S Garland Ave Fl 17, Orlando, FL 32801 • 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
Suntrust Investment Services, Incl. Atlanta GA 08/2011 Present
Suntrust Bank Orlando FL 08/2011 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 08/2011 → Present
    Suntrust Investment Services, Incl.
    Atlanta, GA
  • 08/2011 → Present
    Suntrust Bank
    Orlando, FL
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Other Businesses

WEICHERT HALLMARK PROPERTIES POSITION: Agent NATURE: I hold a real estate license and per Florida law, have to keep it with a broker, which is Weichert Realty. I use the license for personal real estate activity and don't take any clients. I am not actively soliciting business, I am not listed on the Weichert website or any advertising and do not show any public affiliation to the broker. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: Orlando FL, United States DESCRIPTION: I hold a real estate license and per Florida law, have to keep it with a broker, which is Weichert Realty. I use the license for personal real estate activity and don't take any clients. I am not actively soliciting business, I am not listed on the Weichert website or any advertising and do not show any public affiliation to the broker. TSCJ SOUTH ATLANTIC LLC POSITION: Member NATURE: This LLC will hold a residential rental property for liability protection. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2023 ADDRESS: Orlando FL, United States DESCRIPTION: The LLC will hold a residential rental and I will have the ability to pay all associated expenses tied to the property maintenance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-31
S63 Uniform Securities Agent State Law Examination 2004-12-23
  • S66 Uniform Combined State Law Examination
    2006-01-31
  • S63 Uniform Securities Agent State Law Examination
    2004-12-23
Other Names
  • Chris Pantano

View on SEC IAPD

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