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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-06 |
Branch Locations
8000 Midlantic Dr Ste 110S, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 01/2014 | 08/2022 |
| Jpmorgan Chase Bank Na | New York | NY | 01/2014 | 08/2022 |
| Stanco Holdings Llc | Manasquan | NJ | 01/2019 | 09/2024 |
| 228 Brunswick St. Llc | Jersey City | NJ | 07/2018 | 08/2022 |
| 88 Barnegat Blvd Llc | Manasquan | NJ | 06/2018 | 08/2022 |
| First Republic Securities Company, Llc | New York | NY | 08/2022 | 09/2023 |
| First Republic Investment Management, Inc | New York | NY | 08/2022 | 09/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2023 | 10/2025 |
| Truist Advisory Services, Inc. | King Of Prussia | PA | 11/2025 | Present |
| Truist Investment Services, Inc. | King Of Prussia | PA | 11/2025 | Present |
228 BRUNSWICK LLC POSITION: Managing Member NATURE: 228 Brunswick Street LLC - is approved for holding residential investment real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Manasquan NJ, United States DESCRIPTION: Collect rent and pay bills associated with residential real estate. STANCO HOLDINGS LLC POSITION: Managing Member NATURE: Stanco Holdings LLC is an LLC that's in place for investment real estate purpose. This entity has been active since 2019. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: Manasquan NJ, United States DESCRIPTION: Residential Investment Real Estate Purposes. I write checks to pay bills for rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-23 |
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