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Keith Joseph Lerner

Co-Chief Investment OfficerTruist Advisory Services, Inc.CRD 2961603

About Keith Joseph Lerner

Keith Joseph Lerner is listed as Co-Chief Investment Officer at Truist Advisory Services, Inc. in Atlanta, GA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Truist Advisory Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Keith Joseph Lerner work?

Keith Joseph Lerner is listed as Co-Chief Investment Officer at Truist Advisory Services, Inc. on SEC Form ADV.

How much of Truist Advisory Services, Inc. does Keith Joseph Lerner own?

Form ADV reports a beneficial ownership band of Under 5%.

Truist Advisory Services, Inc.

TitleCo-Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2021
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