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Director, Executive Vice President, Head of Investment Advice and Solutions · Truist Advisory Services, Inc.

Leah R. Wehinger

CRD 1719505 · Named on Form ADV at one SEC-registered adviser

At a glance

Truist Advisory Services, Inc., an SEC-registered wealth manager based in Atlanta, GA with $77.4 billion in regulatory assets, lists Leah R. Wehinger on its Form ADV as Director, Executive Vice President, Head of Investment Advice and Solutions, a control person.

Firms and roles

  • Truist Advisory Services, Inc.Director, Executive Vice President, Head of Investment Advice and SolutionsWealth manager · Atlanta, GA · $77B in regulatory assets

AtlasMembers

Leah’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 the firm
Locked
Control-person status
1 firmLocked
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.
  • Keith J. LernerChief Investment Officer, Truist Advisory Services, Inc.
  • Jeffrey T. DunnDirector, Executive Vice President, Truist Advisory Services, Inc.

4 more people named with Leah 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 Leah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.