Casey
Muhtadi
Truist Advisory Services, Inc
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About this Advisor
Casey Muhtadi is a financial advisor who works out of Saint Petersburg, Florida who has 4 years of industry experience. Muhtadi currently works for Truist Advisory Services, Inc. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Champion Title And Settlements, Inc, Wells Fargo Clearing Services, LLC, Suntrust Investment Services, Inc, Suntrust Bank and Suntrust Advisory Services, Inc. Muhtadi holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Truist Advisory Services, Inc is a financial advisory business that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It handles $53 billion in assets among its 125,600 customer accounts, placing it among the largest firms in the United States 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 clients who have greater than $1 million in investable assets. Truist Advisory Services, Inc performs a wide assortment 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types charged by Truist Advisory Services, Inc most likely consist of any blend 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
Casey Muhtadi Work History
Casey has been registered as a financial advisor for 4 years.*
Suntrust Investment Services, Inc
Suntrust Bank
Suntrust Advisory Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Champion Title And Settlements, Inc
*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 Casey Muhtadi 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
Richmond, VA
Durham, NC
Houston, TX
Altamonte Springs, FL
Williamsburg, VA
Richmond, VA
Chevy Chase, MD
Merritt Island, 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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