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Michael Alphonsus Leslie

Truist Advisory Services, Inc.

Midlothian, VA

CRD 1494730

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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
VA RA APPROVED 2016-09-21
  • VA RA
    APPROVED
    Since 2016-09-21

Branch Locations

Midlothian, VA • 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
Truist Investment Services, Inc. Charlotte NC 02/2014 Present
Truist Advisory Services, Inc Charlotte NC 09/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-08
S63 Uniform Securities Agent State Law Examination 2003-01-07
  • S66 Uniform Combined State Law Examination
    2009-06-08
  • S63 Uniform Securities Agent State Law Examination
    2003-01-07

View on SEC IAPD

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