Sabina
Lien

Suntrust Advisory Services, Inc

CRD#2444085
Investment Advisor
in Orlando, FL
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About this Advisor

Sabina Lien is a certified financial planner who works in Orlando, Florida, who has been in the financial industry for 23 years. Lien is an employee of Suntrust Advisory Services, Inc. Over the course of their career, Lien has held roles at Sunbank N.A, Suntrust Investment Services, Inc and Suntrust Advisory Services. Lien has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Suntrust Advisory Services, Inc is a registered investment business operating out of Orlando, Florida. The company has offices in 1,572 locations and a total of 1,539 financial advisors. It controls $19 billion in assets under management among its 41,105 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 54 charitable organizations. Of its 41,105 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in investable assets. Suntrust Advisory Services, Inc offers a diverse array 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. Financial advisory fees largely depend on the services. Fees charged by Suntrust Advisory Services, Inc likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 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

200 South Orange Avenue 8Th Floor - Stis Wealth
Orlando, FL 32801

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$19,036,272,153

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

1,539

FL Average: 58
Total Number of Accounts

41,105

FL Average: 1,608
Average Account Size

$463,113

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

Sabina Lien Work History

Sabina has 23 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2006 - Present (13 years)

Suntrust Investment Services, Inc

1995 - Present (24 years)

Sunbank N.A

Disclosures

Sabina Lien has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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