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Alexander Navarro

Truist Advisory Services, Inc.

Bal Harbour, FL

CRD 1600030

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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
TX RA APPROVED 2019-04-09
FL RA APPROVED 2016-09-13
  • TX RA
    APPROVED
    Since 2019-04-09
  • FL RA
    APPROVED
    Since 2016-09-13

Branch Locations

9600 Collins Ave, Bal Harbour, FL 33154 • 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. Bl Harbour FL 03/1999 Present
Truist Advisory Services, Inc. Bal Harbour FL 09/2016 Present
Other Businesses

AVIS HEDGES NAVARRO TRUST POSITION: Trustee NATURE: Trustee of Avis Hedges Navarro Trust (Mother) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2025 ADDRESS: Miami FL, United States DESCRIPTION: Manage and distribute Real Estate as well as Brokerage assets for the Trust. SIVA CUBA LLC POSITION: Manager NATURE: This is an LLC owned by the Avis Hedges Navarro Trust of which I am the trustee. The only asset owned by this LLC is and apartment which is currently listed for sale. The proceeds will go to the LCC and then be distributed to the afore mentioned Avis Hedges Navarro Trust. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2026 ADDRESS: Miami FL, United States DESCRIPTION: Sell the Property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-22
S63 Uniform Securities Agent State Law Examination 1999-06-25
  • S65 Uniform Investment Adviser Law Examination
    1999-12-22
  • S63 Uniform Securities Agent State Law Examination
    1999-06-25
Designations
  • Certified Financial Planner
Other Names
  • Alex Navarro
  • Alex Hedges Navarro
  • Alexander Hedges Navarro

View on SEC IAPD

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