CRD: 283390
Truist Advisory Services, Inc.
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- Custodian
- Fidelity/NFS ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-18-2016
- Office Locations
- 695
Office Locations
About Truist Advisory Services, Inc.
Truist Advisory Services, Inc. provides advisory programs and managed account/wrap solutions through Truist Wealth, serving retail and institutional clients. Capabilities span portfolio construction plus financial/wealth, tax and estate, and retirement planning, with portfolios emphasizing ETFs and public funds alongside fixed income. Custody support includes Fidelity/NFS and Truist Bank.
Reported data analysis
What the numbers show
Between December 19, 2025 and June 30, 2026, reported AUM increased 14.3%, from $67.7B to $77.4B.
Across 5 reported observations, AUM increased 25.7% between December 11, 2022 and June 30, 2026, from $61.6B to $77.4B.
Of the latest reported AUM, 81.1% is discretionary and 18.9% is non-discretionary.
The firm reports 2,360 advisory representatives and 129,816 clients, or 55 clients per representative. That equates to $596.2K in reported AUM per client.
The profile lists 695 reported office locations and 10 years in operation. The source data was last updated on August 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
EVELYN MICHELLE CALLENDER
Chief Financial Officer, TREASURER
- CRD
- #7591739
- Ownership
- Less than 5%
PATRICIA REED CENTENO
Compliance Director
- CRD
- #2239528
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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AIAD F ABDELSHAHEED
--
- CRD
- #6525251
THOMAS GUS ABOOD
Financial Advisor, Investment Services Group
- CRD
- #2305670
Showing 2 of 1989 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,780,713,044 | $546,309 |
| Non-Discretionary | $14,611,014,141 | $1,015,429 |
| Total | $77,391,727,185 | $598,512 |
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Separately Managed Accounts
SMA allocation detail is available
Truist Advisory Services, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Truist Advisory Services, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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