CRD: 283390
Truist Advisory Services, Inc.
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- Custodian
- Fidelity/NFS ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2016
- Office Locations
- 697
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.
Team overview
Insights
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
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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 1991 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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