Financial ADVSR advisor directory · SEC adviser records
Truist Advisory Services, Inc. financial advisors in Washington, DC
Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Washington, A to Z.
The short answer
20 registered advisors work at Truist Advisory Services, Inc. in Washington, out of 1,709 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 17 are also registered broker representatives.
Truist Advisory Services, Inc. advisors in Washington, A to Z
Every Truist Advisory Services, Inc. advisor →- John BakerAlso a broker rep
- Joelle S. BrownAlso a broker rep
- Nicholas W. FosterAlso a broker rep
- Antonio A. GallianiAlso a broker rep
- Thomas J. Gletner Jr.Also a broker rep
- Samuel J. GrelckChartered Financial Analyst
- Charles E. Held IIAlso a broker rep
- Alexander G. HellewellAlso a broker rep
- Johnny KimAlso a broker rep
- Gabriel J. KrawczakAlso a broker rep
- Anne F. LambCertified Financial Planner · Also a broker rep
- Makendy MassillonAlso a broker rep
- Samantha E. MelloChartered Financial Analyst
- Thomas K. ParkerAlso a broker rep
- Tomer ShovalAlso a broker rep
- Karsten K. SiebertAlso a broker rep
- Derek C. SmithCertified Financial Planner · Also a broker rep
- Samuel M. SolondzCertified Financial Planner · Also a broker rep
- Diego VelezChartered Financial Analyst
- Carmen L. WoodsonAlso a broker rep
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Truist Advisory Services, Inc. advisors in other cities
Atlanta, GA 139Charlotte, NC 118Richmond, VA 79Orlando, FL 56Raleigh, NC 49Tampa, FL 44Dallas, TX 24Alpharetta, GA 22McLean, VA 22Nashville, TN 22Winter Park, FL 22Houston, TX 19New York, NY 17Fort Lauderdale, FL 16Greenville, SC 16
Other firms in Washington
All Washington advisors →Morgan Stanley 211Merrill Lynch, Pierce, Fenner & Smith Incorporated 170J.P. Morgan Securities LLC 111UBS Financial Services Inc. 109Missionsquare Retirement 47Wells Fargo Clearing Services, LLC 47Citigroup Global Markets Inc. 36Strategic Advisers LLC 31Oppenheimer & Co. Inc. 28RBC Capital Markets, LLC 28Raymond James & Associates, Inc. 21Janney Montgomery Scott LLC 17
Questions
How many financial advisors does Truist Advisory Services, Inc. have in Washington?
20 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Washington, District of Columbia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 3 list the CFP designation and 17 are also registered as broker representatives.
Is Truist Advisory Services, Inc. one of the largest advisor employers in Washington?
Truist Advisory Services, Inc. ranks number 12 in Washington by registered advisors; Morgan Stanley has the most, with 211.
How do I check a Truist Advisory Services, Inc. advisor in Washington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Truist Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.