Frank Donaldson Brown

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

• 07/2011 → Present
  Suntrust Bank
  Atlanta, GA
• 05/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Other Businesses

Vaughan Brown Family Foundation; Family foundation; Director & President; 55 Walls Dr #302, Fairfield, CT 06824. Start date October 2015. Two hours/month. Manage investment portfolio. DONALDSON BROWN TRUSTS POSITION: Family Trustee NATURE: trusts holding financial assets for the benefit of family members INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2022 ADDRESS: Baltimore MD, United States DESCRIPTION: 1) Monitor performance of corporate trustee, independent trustee and investment consultant. 2) Monitor strategy and performance of portfolio and communicate with broader family regarding same. 3) Oversee policies regarding trust distributions. 4) Deal with administrative issues arising upon beneficiary death/departures.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-07

Designations

• Chartered Financial Analyst

Other Names

• Frank D Brown
• Frank D Brown