Adviser and broker representative · Truist Advisory Services, Inc.
Dale T. Heely
CRD 4002158 · Virginia Beach, VA
At a glance
Dale T. Heely is an investment adviser representative with Truist Advisory Services, Inc. in Virginia Beach, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dale’s SEC record dates to 2011, about 14 years ago. Dale is also registered as a broker representative.
Current advisory firm
- Truist Advisory Services, Inc.Since August 2024Virginia Beach, VA · $77B in regulatory assets
SEC adviser record
- Registered since
- 2011 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Dale’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.