Larry
Rozas
Truist Advisory Services, Inc
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About this Advisor
Larry Rozas is a financial advisor working in Fort Lauderdale, Florida. Rozas is an advisor for Truist Advisory Services, Inc. The advisor has gained experience at Cp Capital Securities, Bolton Global Capital, Merrill Lynch, Pierce, Fenner & Smith Inc, Insight Securities, Citi International Financial Services LLC, Citibank Na, Truist Investment Services Inc and Truist Advisory Services Inc. Rozas has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Truist Advisory Services, Inc is an advisory company that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 financial advisors. It has $53 billion in assets between its 125,600 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 125,600 accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. Truist Advisory Services, Inc has a wide set of services, including 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 vary depending on which services are offered. Fees billed by Truist Advisory Services, Inc likely consist of any blend of 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
Larry Rozas Work History
Larry has been registered as a financial advisor for 0 years.*
Truist Investment Services Inc
Truist Advisory Services Inc
Citi International Financial Services LLC
Citibank Na
Insight Securities
Merrill Lynch, Pierce, Fenner & Smith Inc
Bolton Global Capital
Cp Capital Securities
*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 Larry Rozas 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
Atlanta, GA
Fairfax, VA
Richmond, VA
Williamsburg, VA
Raleigh, NC
Richmond, VA
Chevy Chase, MD
Altamonte Springs, 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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