Anthony
Germano
Truist Advisory Services, Inc
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About this Advisor
Anthony Germano is a financial advisor based out of Vero Beach, Florida with a total of 7 years of industry experience. Germano is currently employed by Truist Advisory Services, Inc. Germano has gained experience at Wells Fargo Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors, Suntrust Investment Services, Inc and Suntrust Advisory Services. Germano maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Truist Advisory Services, Inc is a financial advisory company that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 financial advisors. It controls $53 billion in assets under management among its 125,600 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 85 charities and foundations. Of its 125,600 client accounts, just 12% belong to high-net-worth individuals who have more than $1 million in assets. Truist Advisory Services, Inc has a number of services, such as 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. Fees charged by financial advisors vary depending on the type of services offered. Fees billed by Truist Advisory Services, Inc likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
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
Anthony Germano Work History
Anthony has been registered as a financial advisor for 7 years.*
Suntrust Investment Services, Inc
Suntrust Advisory Services
Suntrust Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Advisors LLC
Wells Fargo Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Germano 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
Tampa, FL
Pompano Beach, FL
Richmond, VA
Atlanta, GA
Charlotte, NC
Richmond, VA
Chevy Chase, MD
Miami Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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