Truist Advisory Services, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

283390

SEC number

801-107729

Firm type

RIA

Assets under management

$77.4B as of Jun 30, 2026

Website

www.truist.com/wealth/tas-disclosure ↗

Phone

800-874-4770

Address

303 Peachtree Street, Atlanta, GA, 30303

Advisors at this firm

1,427 in our index · page 16 of 29

• Donna Lynne LiederCRD 2899238 · Asheville, NC
  IA RegisteredBroker
• Gabriel Isaac LindeenCRD 4376047 · Graham, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Victoria Grace LindsayCRD 4203109 · Boca Raton, FL
  IA RegisteredBroker
• Amy Sherrell LindseyCRD 6364092 · Brentwood, TN
  IA RegisteredBroker
• Chad Wilson LinkCRD 5282479 · Panama City Beach, FL
  IA RegisteredBroker
• Cary William LipmanCRD 1344106 · Melbourne, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• David William LivingstonCRD 2942325 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Thomas LochraneCRD 5821639 · Tampa, FL
  IA Registered
• Kevin Lee LoftinCRD 3071118 · Charlotte, NC
  IA RegisteredBroker
• Amy D LoftisCRD 6719672 · Greensboro, NC
  IA Registered
• Bianca Magnolia LohmanCRD 2693396 · Acworth, GA
  IA RegisteredBroker
• Patrick LongCRD 2961997 · Charlotte, NC
  IA RegisteredBroker
• Perry Dennis LongCRD 7127210 · Ft. Lauderdale, FL
  IA Registered
• Lance Sterling LongwaterCRD 2851950 · Palm Beach Gardens, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Diana LopezCRD 6835603 · Concord, NC
  IA RegisteredBroker
• Fatima Deneen LopezCRD 2374897 · Newnan, GA
  IA RegisteredBroker
• Shirley LopezCRD 4859995 · Fort Lauderdale, FL
  IA RegisteredBroker
• Richard Arlen LordCRD 2197889 · Allentown, PA
  IA RegisteredBroker
• Pedro Paulo Pessoa Saraiva LourencoCRD 6032383 · Houston, TX
  IA RegisteredBroker
• Matthew David LubertCRD 7420463 · Alpharetta, GA
  IA RegisteredBroker
• Kristol Monique LukeCRD 4322461 · Smyrna, GA
  IA RegisteredBroker
• William Alan LupiCRD 4564555 · Carlisle, PA
  IA RegisteredBroker
• George Alfred LuptonCRD 2036378 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Adam LarcherCRD 7537662 · Raleigh, NC
  IA RegisteredBroker
• Christopher Jordan LawCRD 6923971 · Fort Lauderdale, FL
  IA RegisteredBroker
• Serena Rose LesterCRD 6201139 · Raleigh, NC
  IA RegisteredBroker
• Joseph Cummings LeviCRD 2955068 · Dallas, TX
  IA RegisteredBroker
• Roderick G. LigginsCRD 6546198 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Addison LinCRD 7942986 · Raleigh, NC
  IA RegisteredBroker
• Luke A LucianoCRD 7630800 · Charlotte, NC
  IA RegisteredBroker
• Jason Michael MacherCRD 4836981 · Nashville, TN
  IA RegisteredBroker
• Timothy Cequan MackCRD 7173998 · Allentown, PA
  IA RegisteredBroker
• Jamie Allison MackenzieCRD 2394448 · Cocoa Beach, FL
  IA RegisteredBroker
• Rhona Catherine MacleodCRD 8163198 · Stuart, FL
  IA RegisteredBroker
• Elizabeth Ball MaddenCRD 4217611 · Winston-Salem, NC
  IA RegisteredBroker
• Michael Joseph MaddenCRD 846156 · Lynchburg, VA
  IA RegisteredBroker
• Madison MadillCRD 7902130 · Amelia Island, FL
  IA RegisteredBroker
• Matthew Barratt MainCRD 4890773 · Rockville, MD
  IA RegisteredBroker
• Diane Marie MaldonadoCRD 2314066 · Alpharetta, GA
  IA RegisteredBroker
• Mary Grace Nunez MamoloCRD 7358789 · Hendersonville, TN
  IA RegisteredBroker
• Mark MankbadiCRD 8244897 · Winter Park, FL
  IA RegisteredBroker
• Blake Harper ManleyCRD 2774080 · Raleigh, NC
  IA RegisteredBroker
• Mitchell Lawrence MannCRD 5415655 · Alpharetta, GA
  IA RegisteredBroker
• Timothy Paul MannCRD 6197585 · Charlotte, NC
  IA RegisteredBroker
• Diane L ManninoCRD 4471463 · Wilmington, NC
  IA RegisteredBroker
• Lashanda Juanita MansonCRD 5128095 · Charlotte, NC
  IA RegisteredBroker
• Emil ManzanoCRD 6192237 · Weston, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Paul MarchesanoCRD 3125640 · Chesapeake, VA
  IA RegisteredBroker
• John D MargesonCRD 2161864 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Elizabeth Lauren MarquezCRD 7475994 · Fort Worth, TX
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.