Truist Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1,150
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Truist Securities, Inc. is listed as a corporation operating in the investment banking space. The FINTRX snapshot identifies ownership as a combination of a domestic entity and an individual. The profile indicates the firm does not function as a capital allocator and is not identified as an active ESG investor. Other registry-style flags in the dataset include that it is not a multi-state adviser, not newly formed, and not a pension consultant. The FINTRX entry provides minimal detail about client segments, fee schedule, or specific advisory activities; those fields are blank in the source dataset. Likewise, no descriptive text about business lines, product focus, or manager allocation preferences was supplied.

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
  • Albert Pappas

    Albert Pappas

    Managing Director and Chief Compliance OfficerCRD 1875535

  • Mark Huffstetler

    Mark Huffstetler

    Chief Credit OfficerCRD 2830214

  • Thomas Hackett

    Thomas Hackett

    Chairman and Chief Executive OfficerCRD 2878035

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Contacts

3 of 1146
  • Tajdikur Rahman

    Tajdikur Rahman

    Compliance OfficerCRD 5661642

  • Tyler Potretzke

    Director, Institutional Equity SalesCRD 5802654

  • Gregory Binney

    Senior Vice PresidentCRD 5204875

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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
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