Truist Investment Services, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
—
Advisory reps
2,050
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
17499
Registered since
February 7, 1986

Firm profile

FINTRX

Overview

Truist Investment Services, Inc. is organized as a corporation and operates as an independent broker‑dealer. According to filings, the firm has been registered with the SEC since 1986. Ownership is reported as a mix of domestic entities and individuals. The firm's profile in the provided dataset indicates it is not positioned as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi‑state investment adviser, a pension consultant, a related adviser, or a newly formed adviser. The available record does not include granular details on client segmentation, fee schedules, or specific advisory and brokerage product lines.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Yvonne Pridemore

    Yvonne Pridemore

    Chief Administrative OfficerCRD 4281100

  • Tonya Tyson

    Tonya Tyson

    COOCRD 1987448

  • Wei Lu

    Wei Lu

    Chief Risk OfficerCRD 5869319

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Contacts

3 of 2045
  • Derek Yerdon

    Investment CounselorCRD 5639945

  • Juan Ayala

    Juan Ayala

    Vice PresidentCRD 5644306

  • Ryan Hannegan

    Ryan Hannegan

    Vice President, Premier BankerCRD 5654444

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
303 Peachtree St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth