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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

16 registered advisors work at Truist Advisory Services, Inc. in Sarasota, out of 1,709 at the firm nationwide; it ranks number 16 in the city by advisors. 1 list the CFP designation and 15 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Sarasota, 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 139Charlotte, NC 118Richmond, VA 79Orlando, FL 56Raleigh, NC 49Tampa, FL 44Dallas, TX 24Alpharetta, GA 22McLean, VA 22Nashville, TN 22Winter Park, FL 22Washington, DC 20Houston, TX 19New York, NY 17Fort Lauderdale, FL 16

Other firms in Sarasota

All Sarasota advisors →

Morgan Stanley 91Wells Fargo Clearing Services, LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 37LPL Financial LLC 34Strategic Advisers LLC 34Ameriprise Financial Services, LLC 23RBC Capital Markets, LLC 23Raymond James & Associates, Inc. 23Edward Jones 22Florida Financial Advisors, LLC 21Mariner 20Charles Schwab & Co., Inc. 19

Questions

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

16 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 1 list the CFP designation and 15 are also registered as broker representatives.

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

Truist Advisory Services, Inc. ranks number 16 in Sarasota by registered advisors; Morgan Stanley has the most, with 91.

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

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.