Christopher
Pantano

Truist Advisory Services, Inc

CRD#3103725
Investment Advisor
in Orlando, FL

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About this Advisor

Christopher Pantano is a financial advisor based in Orlando, Florida, working with Truist Advisory Services, Inc. Christopher has previously held positions at Suntrust Advisory Services, Suntrust Bank, and Suntrust Investment Services, Inc. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Christopher is part of Truist Advisory Services, Inc, which operates out of Orlando, 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 66

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

333 S Garland Ave Fl 17
Orlando, FL 32801

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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

Christopher Pantano Work History

2016 - Present (8 years)

Suntrust Advisory Services

2011 - Present (13 years)

Suntrust Bank

2011 - Present (13 years)

Suntrust Investment Services, Incl

Disclosures

Please visit the SEC profile of Christopher Pantano 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
Felipe Soto Ramos
Fort Lauderdale, FL
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
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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