Robert
Hoyla

Truist Advisory Services, Inc

CRD#5151150
Investment Advisor
in Charlotte, NC

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About this Advisor

Robert Hoyla is a financial advisor operating out of Charlotte, North Carolina with 3 years of industry experience. Hoyla is on the advisory team at Truist Advisory Services, Inc. Throughout their career, Hoyla has worked at Suntrust Advisory Services, Bb&T Securities, LLC, Suntrust Bank and Suntrust Investment Services, Inc. Hoyla has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Truist Advisory Services, Inc is a registered investment firm that has its headquarters in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 people on staff. It oversees $53 billion in assets under management across its 125,600 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 85 charities and foundations. Of its 125,600 accounts, just 12% are held by high-net-worth investors who have greater than $1 million in assets. Truist Advisory Services, Inc performs a number 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. Financial advisory fees usually vary depending on which services the firm provides the client. Fees billed by Truist Advisory Services, Inc can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

214 N Tryon St Fl 33
Charlotte, NC 28202

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

NC Average: 58
Total Number of Accounts

125,600

NC Average: 1,608
Average Account Size

$423,328

NC 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

Robert Hoyla Work History

Robert has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Bb&T Securities, LLC

2016 - Present (8 years)

Suntrust Advisory Services

2012 - Present (12 years)

Suntrust Investment Services,Inc

1995 - Present (29 years)

Suntrust Bank

*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 Robert Hoyla 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

Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
Michael Nagy
Altamonte Springs, FL
Staci Goins
Myrtle Beach, SC
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Pedro Paulo Lourenco
Houston, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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