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Stephen Francis Valeri

Truist Advisory Services, Inc.

Tampa, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-02
FL RA APPROVED 2016-08-24
  • TX RA
    APPROVED_RES
    Since 2024-05-02
  • FL RA
    APPROVED
    Since 2016-08-24

Branch Locations

401 E Jackson St Fl 19, Tampa, FL 33602 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 08/2016 Present
Suntrust Advisory Services Llc Atlanta GA 08/2016 Present
  • 08/2016 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 08/2016 → Present
    Suntrust Advisory Services Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-22
S63 Uniform Securities Agent State Law Examination 1986-11-21
  • S65 Uniform Investment Adviser Law Examination
    1994-03-22
  • S63 Uniform Securities Agent State Law Examination
    1986-11-21
Other Names
  • Steve Valeri
  • Stephen F Valeri

View on SEC IAPD

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