Truist Advisory Services, Inc.

Overview

Truist Advisory Services, Inc. is an SEC registered investment adviser based in Atlanta, GA, registered since 2016. It reports $77.4B in assets under management across 129,307 accounts, with 2,461 employees. It has 1,979 investment adviser representatives.

Reported AUM

$77.4B

Discretionary

81%

Accounts

129,307

Average account

$599K

Employees

2,461

Advisory reps

1,979

Registered since

2016

Jurisdictions

52

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 10

• Bryan Scott Cram President, Chief Executive Officer, Vice Chairman CRD 2723431
• Brian Sean Dowhower Chairman of the Board CRD 4202574
• Cecilia Baute Mavico Secretary, Chief Operating Officer, Senior Vice Chairman CRD 3261303

7 more executive officers, with direct contact details

Advisory reps 3 of 1,979

• Aiad F Abdelshaheed Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6525251
• Thomas Gus Abood Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2305670
• Dara Abraham Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7221067

1,976 more advisory reps, with emails, phones and branch locations

Location

Headquarters

303 Peachtree St NE Ste 2
Atlanta, GA 30308

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: truist.com/wealth/tas-disclosure

Every state, with registration dates

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