Karvet
Samuels

Truist Advisory Services, Inc

CRD#4352751
Investment Advisor
in North Palm Beach, FL

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About this Advisor

Karvet Samuels is a financial advisor working out of North Palm Beach, Florida with a total of 7 years of relevant experience. Samuels is on the advisory team at Truist Advisory Services, Inc. Over the course of their career, they have held roles at Citigroup Global Markets Inc, Citibank, Na, Td Private Client Wealth LLC, Td Bank N.A, Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services. Samuels has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Florida. Truist Advisory Services, Inc is a registered investment company based out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 advisors. It oversees $53 billion in total assets among its 125,600 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number 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 usually are based on which services the firm provides the client. However, fee types charged by Truist Advisory Services, Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

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

667 Us Highway 1 Suite Pb
North Palm Beach, FL 33408

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

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

Karvet Samuels Work History

Karvet has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Suntrust Bank

2016 - Present (8 years)

Suntrust Investment Services, Inc

2016 - Present (8 years)

Suntrust Advisory Services

2014 - 2016 (2 years)

Td Private Client Wealth LLC

2014 - 2016 (2 years)

Td Bank N.A

2011 - 2014 (3 years)

Citigroup Global Markets Inc

2011 - 2014 (3 years)

Citigroup Global Markets Inc

2011 - 2014 (3 years)

Citibank, Na

*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 Karvet Samuels 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

Matthew Speed
Atlanta, GA
Tabitha Concepcion
Durham, NC
Pedro Paulo Lourenco
Houston, TX
Samson Orina
Atlanta, GA
Matti Gordon
Cumming, GA
Susan Seitter
Richmond, VA
Staci Goins
Myrtle Beach, SC
Kathryn Miller
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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