David
Savage
Truist Advisory Services, Inc
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About this Advisor
David Savage is a financial advisor operating out of Vero Beach, Florida with 6 years of relevant experience. Savage is currently employed by Truist Advisory Services, Inc. During their career, Savage has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Sun Trust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services, Inc. Savage has Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Florida. Truist Advisory Services, Inc is a company based out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 people on staff. It has $53 billion in assets across its 125,600 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a broad 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Truist Advisory Services, Inc most likely include 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
David Savage Work History
David has been registered as a financial advisor for 6 years.*
Suntrust Advisory Services, Inc
Sun Trust Bank
Suntrust Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith 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 David Savage 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
Altamonte Springs, FL
Williamsburg, VA
Houston, TX
Myrtle Beach, SC
Richmond, 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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