Joseph
Lettiere

Suntrust Advisory Services, Inc

CRD#6409248
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Joseph Lettiere is a financial advisor operating out of Bonita Springs, Florida, with 10 years of financial industry experience. Lettiere works at Suntrust Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Bank, Inc, Suntrust Investment Services, Inc, Suntrust Bank, Pnc Bank, Wachovia Bank and Suntrust Advisory Services. Lettiere has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Suntrust Advisory Services, Inc is a financial advisory business operating in Bonita Springs, Florida. The company has offices in 1,572 locations and a total of 1,539 advisors. It controls $19 billion in assets under management among its 41,105 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 54 charitable organizations. Of its 41,105 client accounts, 15% are associated with high-net-worth clients who have more than $1 million in investable assets. Suntrust Advisory Services, Inc performs 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. Fees charged by financial advisors usually vary depending on which service is offered. Fee types charged by Suntrust Advisory Services, Inc likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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

26731 Soth Tamiami Trail Suite Pb
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

Joseph Lettiere Work History

Joseph has 10 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2015 - Present (4 years)

Suntrust Bank, Inc

2015 - Present (4 years)

Suntrust Investment Services, Inc

2014 - 2015 (1 year)

Suntrust Investment Services, Inc

2014 - 2015 (1 year)

Suntrust Bank

2009 - 2014 (5 years)

Pnc Bank

2008 - 2009 (1 year)

Wachovia Bank

Disclosures

Joseph Lettiere has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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