Christian
Lau

Suntrust Advisory Services, Inc

CRD#4325119
Investment Advisor
in Orlando, FL
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About this Advisor

Christian Lau is a certified financial planner based out of Orlando, Florida, who has been in the advisory business for 11 years. Lau currently works for Suntrust Advisory Services, Inc. Lau has gained experience at Merrill Lynch, Pierce, Fenner & Smith, Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services. Lau holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Suntrust Advisory Services, Inc is a financial advisory firm based out of Orlando, Florida. The investment advisory business has offices in 1,572 locations and a total of 1,539 advisors. It manages $19 billion in total assets across its 41,105 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 54 charitable organizations. Of its 41,105 customer accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets. Suntrust Advisory Services, Inc provides a broad set of services, including 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. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Suntrust Advisory Services, Inc can include any blend of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

2300 E. Colonial Drive
Orlando, FL 32803

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

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

1,571

FL Average: 58
Total Number of Accounts

47,014

FL Average: 1,608
Average Account Size

$434,045

FL 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

Christian Lau Work History

Christian has 11 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2009 - 2011 (2 years)

Suntrust Bank

2009 - Present (10 years)

Suntrust Investment Services, Inc

2007 - 2009 (2 years)

Merrill Lynch, Pierce, Fenner & Smith

Disclosures

Christian Lau has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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