Carl Joseph Torchia

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

• 10/2014 → 12/2016
  Bb&T Investment Services, Inc.
  Port St Lucie, FL
• 10/2014 → 12/2016
  Bb&T Bank
  Port St Lucie, FL
• 03/2017 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 03/2017 → Present
  Suntrust Bank, Inc.
  Stuart, FL
• 03/2017 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA

Previous Registrations

• 2014-10-13 → 2016-12-22
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Port Saint Lucie, FL
• 2010-08-31 → 2014-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stuart, FL
  Charlotte, NC
  New York, NY
  Atlanta, GA
  Miami, FL
  Palm Beach Gardens, FL
  Merritt Island, FL
• 2009-09-29 → 2010-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stuart, FL
• 2009-06-19 → 2009-08-27
  Edward Jones
  St Louis, MO
• 2000-10-01 → 2005-02-03
  Wells Fargo Clearing Services, Llc
  Stuart, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-06-11
• S63 Uniform Securities Agent State Law Examination
  1990-12-26

Other Names

• Carl Torchia