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Chief Investment Officer · Truist Advisory Services, Inc.

Keith J. Lerner

CRD 2961603 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Truist Advisory Services, Inc., an SEC-registered wealth manager based in Atlanta, GA with $77.4 billion in regulatory assets, lists Keith J. Lerner on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Keith at 1 other registered adviser.

Firms and roles

AtlasMembers

Keith’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Brian S. DowhowerChairman of the Board, Truist Advisory Services, Inc.
  • Tonya TysonDirector, Assistant Secretary, Chief Operations Officer, Senior Vice President, Truist Advisory Services, Inc.
  • Bryan S. CramPresident, Chief Executive Officer and Vice Chairman, Truist Advisory Services, Inc.
  • Leah R. WehingerDirector, Executive Vice President, Head of Investment Advice and Solutions, Truist Advisory Services, Inc.
  • Jeffrey T. DunnDirector, Executive Vice President, Truist Advisory Services, Inc.

4 more people named with Keith on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.