Truist Advisory Services, Inc.

RIASEC RegisteredEst. 2016
Total AUM
$77.4B
Discretionary
$62.8B
81% of AUM
Avg account
$599K
Accounts
129,307
Employees
2,461
Advisory reps
1,981

Firm details

Headquarters
Atlanta, Georgia
CRD number
283390
Registered since
May 18, 2016
Custodians
NATIONAL FINANCIAL SERVICES LLC, TRUIST INVESTMENT SERVICES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI61.53%
  • Individuals29.79%
  • Corporations / Businesses7.09%
  • Other1.36%
  • Charitable Organizations0.08%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Truist Advisory Services, Inc. is a corporate SEC-registered investment adviser (registered in 2016) that serves both individual and institutional clients. The firm operates under a mix of percentage-of-AUM and fixed-fee billing and offers a range of advisory services, including financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and publication of periodic investment commentary. The firm’s filing indicates it is not an active ESG investor and is not designated as a multi-state adviser in its regulatory snapshot. The adviser is set up as a domestic entity with individual ownership elements noted in its profile. It is classified in available records as unclassified and does not report acting as a capital allocator or pension consultant. The firm’s business activities span client-focused portfolio management and other advisory functions rather than serving solely as a product sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 25%, US Government Bonds 4%, State & Local Bonds 4%, Non-Exchange Traded Equities 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds25%
  • US Government Bonds4%
  • State & Local Bonds4%
  • Non-Exchange Traded Equities2%

Owners & executives

3 of 6
  • Yvonne Pridemore

    Yvonne Pridemore

    Chief Administrative OfficerCRD 4281100

  • Keith Lerner

    Keith Lerner

    Chief Investment OfficerCRD 2961603

  • Tonya Tyson

    Tonya Tyson

    COOCRD 1987448

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Contacts

3 of 1975
  • Derek Yerdon

    Investment CounselorCRD 5639945

  • Juan Ayala

    Juan Ayala

    Vice PresidentCRD 5644306

  • Ryan Hannegan

    Ryan Hannegan

    Vice President, Premier BankerCRD 5654444

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
303 Peachtree St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth