Riley Boutin

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

• 07/2025 → 07/2026
  Truist Investment Services, Inc.
  Dallas, TX
• 04/2025 → 04/2025
  Augusta National Golf Club
  Augusta, GA
• 08/2020 → 05/2021
  Dick'S Sporting Goods
  Downingtown, PA
• 06/2017 → 08/2017
  N/A
  West Chester, PA
• 05/2021 → 08/2021
  N/A
  West Chester, PA
• 08/2021 → 06/2022
  Auburn University
  Auburn, AL
• 06/2022 → 08/2022
  Reliance Matrix
  Philadelphia, PA
• 08/2022 → 06/2023
  Auburn University
  Auburn, AL
• 06/2023 → 08/2023
  Reliance Matrix
  Philadelphia, PA
• 08/2023 → 05/2024
  Auburn University
  Auburn, AL
• 05/2024 → 09/2024
  Northwestern Mutual
  King Of Prussia, PA
• 09/2024 → 04/2025
  Auburn University
  Auburn, AL
• 04/2025 → 07/2025
  N/A
  West Chester, PA
• 07/2015 → 06/2017
  Rham Middle School
  Hebron, CT
• 08/2017 → 08/2020
  West Chester East High School
  West Chester, PA
• 12/2025 → 07/2026
  Truist Advisory Services, Inc.
  Dallas, TX
• 07/2026 → Present
  Truist Investment Services, Inc.
  Tampa, FL
• 07/2026 → Present
  Truist Advisory Services, Inc.
  Tampa, FL

Other Businesses

THE OPEN ROAD FOUNDATION, INC. POSITION: Treasurer NATURE: The Open Road Foundation, Inc. is a non-profit that raises capital to provide Chester County high school students with the opportunity to go to college out of state. We will be raising money from local businesses and individuals through outreach, signature events, and word of mouth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2026 ADDRESS: West Chester PA, United States DESCRIPTION: My responsibilities: Conducting the financial affairs of the Organization as directed and authorized by The Board of Directors and Executive Committee. Make reports of the organization's finances as required, no less often than at each Board meeting. Raising capital for the organization via fundraising efforts. Marketing the organization to the local community Part of the effort in selecting what students are eligible in receiving the funds for college as well as the interview process.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-03