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Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Atlanta, GA

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

The short answer

139 registered advisors work at Truist Advisory Services, Inc. in Atlanta, out of 1,709 at the firm nationwide; it ranks number 4 in the city by advisors. 26 list the CFP designation and 118 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Atlanta, 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

Charlotte, 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 16Greenville, SC 16

Other firms in Atlanta

All Atlanta advisors →

Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75Osaic Advisory Services, LLC 71

Questions

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

139 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,709 nationwide. 26 list the CFP designation and 118 are also registered as broker representatives.

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

Truist Advisory Services, Inc. ranks number 4 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

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

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.