Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Melbourne, FL

Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Melbourne, A to Z.

9 registered advisors work at Truist Advisory Services, Inc. in Melbourne, out of 1,872 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Melbourne, A to Z

Every Truist Advisory Services, Inc. advisor →

Truist Advisory Services, Inc. advisors in every city and state →Truist Advisory Services, Inc.: assets, clients and custodians →Truist news and advisor moves →Advisor Moves: who changed firms this week →

Truist Advisory Services, Inc. advisors in other cities

Atlanta, GA 151Charlotte, NC 130Richmond, VA 88Orlando, FL 57Raleigh, NC 50Tampa, FL 47Alpharetta, GA 25Dallas, TX 25McLean, VA 25Nashville, TN 25Winter Park, FL 25Washington, DC 21New York, NY 20Greenville, SC 19Houston, TX 19

Other firms in Melbourne

All Melbourne advisors →

Morgan Stanley 22Wells Fargo Advisors Financial Network, LLC 20LPL Financial LLC 18Wells Fargo Clearing Services, LLC 16Ameriprise Financial Services, LLC 13Raymond James & Associates, Inc. 13Raymond James Financial Services Advisors, Inc. 13Edward Jones 12Rossby Financial, LLC 11Kestra Advisory Services, LLC 10Stifel, Nicolaus & Company, Incorporated 10Florida Financial Advisors, LLC 8

Questions

How many financial advisors does Truist Advisory Services, Inc. have in Melbourne?

9 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Melbourne, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,872 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

Is Truist Advisory Services, Inc. one of the largest advisor employers in Melbourne?

Truist Advisory Services, Inc. ranks number 12 in Melbourne by registered advisors; Morgan Stanley has the most, with 22.

How do I check a Truist Advisory Services, Inc. advisor in Melbourne?

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.