Shari
Bartz

Suntrust Advisory Services, Inc

CRD#4364065
Investment Advisor
in Orlando, FL
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About this Advisor

Shari Bartz is an advisor whose office is in Orlando, Florida. Currently an advisor at Suntrust Advisory Services, Inc, Bartz has 16 years of practice in the financial advisory industry. Bartz holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Bartz is able to act as an advisor based out of Florida. Bartz has gained experience at Suntrust Advisory Services, Suntrust Bank and Suntrust Investment Services, Inc. Suntrust Advisory Services, Inc is based out of Orlando, Florida, and has 1,572 additional brick-and-mortar locations in the nation. Overall, Suntrust Advisory Services, Inc oversees $19 billion in assets dispersed across 41,105 accounts and employs more than 1,539 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Suntrust Advisory Services, Inc can offer 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. The firm may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

$20,406,183,375

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

1,571

FL Average: 58
Total Number of Accounts

47,014

FL Average: 1,608
Average Account Size

$434,045

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

Shari Bartz Work History

Shari has 16 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2015 - Present (4 years)

Suntrust Investment Services, Inc

2015 - Present (4 years)

Suntrust Bank

2002 - 2015 (13 years)

Suntrust Bank

2002 - 2015 (13 years)

Suntrust Investment Services, Inc

Disclosures

Shari Bartz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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