Alexander
Navarro

Truist Advisory Services, Inc

CRD#1600030
Investment Advisor
in Miami Beach, FL

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About this Advisor

Alexander Navarro is a financial advisor based in Miami Beach, Florida, working with Truist Advisory Services, Inc. Alexander has previously held positions at Suntrust Investment Services, Inc and Suntrust Advisory Services. Alexander has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Alexander is part of Truist Advisory Services, Inc, which operates out of Miami Beach, Florida. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9600 Collins Ave
Miami Beach, FL 33154

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

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

2,105

FL Average: 58
Total Number of Accounts

124,201

FL Average: 1,608
Average Account Size

$494,117

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Alexander Navarro Work History

2016 - Present (8 years)

Suntrust Advisory Services

1999 - Present (25 years)

Suntrust Investment Services, Inc

Disclosures

Please visit the SEC profile of Alexander Navarro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Samantha Becker
Charlotte, NC
Robert Garrett
Atlanta, GA
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Jose Reyes
Mc Lean, VA
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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