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Truist Advisory Services, Inc.

● SEC registered since 2016CRD 283390SEC# 801-107729Atlanta, GA
Export (members)
Reg. AUM
$67.74B
Employees
2,469
Accounts
124,363
Location
Atlanta, GA

Truist Advisory Services, Inc. assets under management

Truist Advisory Services, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2016. It reports $67.7 billion in regulatory assets under management and employs 2,469 people.

Truist Advisory Services, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Brian Sean Dowhower ControlChairman Of The Board, President And CeoUnder 5%2016
Bryan Scott Cram ControlDirector, Vice Chairman, Executive Vice PresidentUnder 5%2020
Cecilia Baute Mavico ControlChief Operating OfficerUnder 5%2023
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Frequently asked questions

How much does Truist Advisory Services, Inc. manage?

Truist Advisory Services, Inc. reports $67.7 billion in regulatory assets under management on its Form ADV.

How many employees does Truist Advisory Services, Inc. have?

Truist Advisory Services, Inc. reports 2,469 employees.

Where is Truist Advisory Services, Inc. located?

Truist Advisory Services, Inc. is based in Atlanta, GA and has been SEC-registered since 2016.

Does Truist Advisory Services, Inc. disclose fund performance?

Truist Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address303 Peachtree Street, 2nd Floor, Atlanta, GA 30303
Phone800-874-4770
Fax404-827-6522
Office hours8:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1696868
Discloses disciplinary historyYes

Assets under management

Discretionary$53.85B
Non-discretionary$13.89B
Total (RAUM)$67.74B