Derek
Smith

Suntrust Advisory Services, Inc

CRD#5555903
Investment Advisor
in Washington, DC
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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

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

1445 New York Avenue, Nw 5Th Floor - Stis Wealth
Washington, DC 20005

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$19,036,272,153

DC Average: $3,570,121,308
Total Number of Employees

1,539

DC Average: 58
Total Number of Accounts

41,105

DC Average: 1,608
Average Account Size

$463,113

DC Average: $2,220,225

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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
  • Other

Derek Smith Work History

Derek has 13 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2012 - Present (7 years)

Suntrust Investment Services, Inc

2012 - Present (7 years)

Suntrust Bank

2011 - 2012 (1 years)

Capital One Financial Advisors, LLC

2009 - 2011 (2 years)

Jhfn Sii

2009 - 2009 (0 years)

Raymond James

2005 - 2009 (4 years)

University Of Maryland

Disclosures

Derek Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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