Suntrust Advisory Services, Inc
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About this Advisor
Derek Smith is a certified financial planner in Washington, D.C. Currently a registered financial advisor at Suntrust Advisory Services, Inc, Smith has 13 years of professional experience. Smith maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Smith can serve investors based out of Washington and D.C.. During their career, the advisor has held roles at Jhfn Sii, University Of Maryland, Raymond James, Capital One Financial Advisors, LLC, Suntrust Investment Services, Inc, Suntrust Bank and Suntrust Advisory Services. Suntrust Advisory Services, Inc is headquartered in Washington, D.C., and has 1,572 additional offices in the country. Overall, Suntrust Advisory Services, Inc oversees $19 billion in assets throughout 41,105 client accounts and employs more than 1,539 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Suntrust Advisory Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Derek Smith Work History
Derek has 13 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Capital One Financial Advisors, LLC
University Of Maryland
Derek Smith has no disclosures.
Please visit their SEC profile for more details.