Adviser and broker representative · Truist Advisory Services, Inc.
Roslyn G. Ervin
CRD 4470117 · Mount Holly, NC
At a glance
Roslyn G. Ervin is an investment adviser representative with Truist Advisory Services, Inc. in Mount Holly, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roslyn’s SEC record dates to 2016, about 10 years ago. Roslyn is also registered as a broker representative.
Current advisory firm
- Truist Advisory Services, Inc.Since February 2021Mount Holly, NC · $77B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Roslyn’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.