Ali
Mahbod

Truist Advisory Services, Inc

CRD#5879992
Investment Advisor
in Atlanta, GA

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About this Advisor

Ali Mahbod is a certified financial planner who works in Atlanta, Georgia, with a total of 3 years of relevant experience. Mahbod is currently employed by Truist Advisory Services, Inc. Throughout their career, Mahbod has worked at Edward Jones Investments, United States Soccer Federation, Valic Financial Advisors, Inc, E*Trade Securities LLC, E*Trade Capital Management LLC, Smartpath Inc, Mavs, Suntrust Investment Services, Inc and Suntrust Advisory Services, Inc. Mahbod maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and can serve investors in Georgia. Truist Advisory Services, Inc is a company that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It administers $53 billion in total assets across its 125,600 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 85 charities and foundations. Of its 125,600 customer accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. Truist Advisory Services, Inc provides a wide range of services, such as 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 the type of financial services provided. Fee types charged by Truist Advisory Services, Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

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

303 Peachtree Center Ave - Cac Suite 140
Atlanta, GA 30303

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

GA Average: 58
Total Number of Accounts

125,600

GA Average: 1,608
Average Account Size

$423,328

GA 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

Ali Mahbod Work History

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

2020 - Present (4 years)

Suntrust Investment Services, Inc

2020 - Present (4 years)

Suntrust Advisory Services, Inc

2004 - Present (20 years)

United States Soccer Federation

2019 - 2020 (1 year)

Mavs

2018 - 2019 (1 year)

Smartpath Inc

2015 - 2018 (3 years)

E*Trade Securities LLC

2015 - 2018 (3 years)

E*Trade Capital Management LLC

2014 - 2015 (1 year)

Valic Financial Advisors, Inc

2011 - 2014 (3 years)

Edward Jones Investments

*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 Ali Mahbod 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
Matti Gordon
Cumming, GA
Kathryn Miller
Merritt Island, FL
Pedro Paulo Lourenco
Houston, TX
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Staci Goins
Myrtle Beach, SC

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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