TRUIST ADVISORY SERVICES, INC.

CRD 283390 · SEC 801-107729

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303 PEACHTREE STREET, 2ND FLOOR, ATLANTA, GA, 30303, United States

Phone

800-874-4770

Fax

404-827-6522

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$77.39B

Discretionary AUM

$62.78B

Team

2461 total employees; 2360 advisory reps; 509 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsWRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

Client types

Type	Clients	AUM
Individuals	93619	$23.06B
High net worth individuals	32526	$47.62B
Banking/thrift institutions	5	$26.9M
Pension/profit sharing plans	147	$39.6M
Charitable organizations	75	$63.6M
State/municipal entities	6	$43.0M
Corporations/business entities	2186	$5.49B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.truist.com/wealth/tas-disclosure

Official SEC filing: View on IAPD