TRUIST SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1972
Total AUM
Advisory reps
1,124
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
6271
Registered since
July 19, 1972

Firm profile

FINTRX

Overview

Truist Securities, Inc. is registered as a corporation and is classified in the FINTRX snapshot as an investment bank. The firm has an SEC registration dating back to 1972 and is listed with an owner type of domestic entity and individual ownership. FINTRX does not identify the firm as a capital allocator or an active ESG investor. Available fields that typically describe advisory activities, fee structure, client segments and business lines are blank in the provided data. The record also notes that the firm is not registered as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser. FINTRX entry for activities and affiliations contains no supplemental detail.

Assets & Accounts

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 4
  • THOMAS HACKETT

    Chairman and Chief Executive OfficerCRD 2878035

  • ALBERT PAPPAS

    Managing Director and Chief Compliance OfficerCRD 1875535

  • MARK HUFFSTETLER

    Chief Credit OfficerCRD 2830214

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Contacts

3 of 1120
  • JULIUS WILLIAMS

    Compliance ManagerCRD 3178162

  • ROBERT FERGUSON

    Managing DirectorCRD 4976291

  • Eric Look

    Senior Equity Research AssociateCRD 7276163

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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
740 Battery Ave SE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth