Darrell
Brown

Suntrust Advisory Services, Inc

CRD#3158834
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Darrell Brown is a financial advisor operating out of Bonita Springs, Florida, with a total of 21 years in the industry. Brown is on the advisory team at Suntrust Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Securities, Inc and Suntrust Advisory Services. Brown maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Texas. Suntrust Advisory Services, Inc is a registered investment firm headquartered in Bonita Springs, Florida. It has offices in 1,572 locations and a total of 1,539 employees. It manages $19 billion in assets among its 41,105 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 54 charitable organizations. Of its 41,105 customer accounts, 15% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company provides a wide range of services, such as 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. Financial management fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Suntrust Advisory Services, Inc can include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

Yes

Office Location

26731 S Taimami Trail Stis Wealth
Bonita Springs, FL 34134

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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

Darrell Brown Work History

Darrell has 21 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

1997 - Present (22 years)

Suntrust Securities, Inc

Disclosures

Darrell Brown has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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