Sadie
Gatch

Truist Advisory Services, Inc

CRD#3171814
Investment Advisor
in The Villages, FL

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About this Advisor

Sadie Gatch is a financial advisor who works out of The Villages, Florida with a total of 7 years of relevant experience. Gatch currently works for Truist Advisory Services, Inc. Over the course of their career, Gatch has held roles at Wachovia Bank, N.A, Wells Fargo Advisors LLC, Suntrust Investment Services, Inc, Suntrust Bank and Suntrust Advisory Services. Gatch has a Series 63 license, certifying them as a securities broker, and is able to serve investors in Florida. Truist Advisory Services, Inc is an advisory company based in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 people on staff. It manages $53 billion in assets across its 125,600 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 125,600 customer accounts, just 12% are associated with high-net-worth investors who have at least $1 million in investable assets. Truist Advisory Services, Inc provides a broad 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 depend on which service is provided. However, fee types billed by Truist Advisory Services, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63

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

2365 Parr Dr
The Villages, FL 32162

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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

Sadie Gatch Work History

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

2016 - Present (8 years)

Suntrust Advisory Services

2013 - Present (11 years)

Suntrust Investment Services, Inc

2013 - Present (11 years)

Suntrust Bank

2009 - Present (15 years)

Wells Fargo Advisors LLC

2002 - Present (22 years)

Wachovia Bank, N.A

*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 Sadie Gatch 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

Samson Orina
Atlanta, GA
Tabitha Concepcion
Durham, NC
Bridget Doane
Williamsburg, VA
Staci Goins
Myrtle Beach, SC
Matti Gordon
Cumming, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
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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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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