Christopher
Cowart

Suntrust Advisory Services, Inc

CRD#2983425
Investment Advisor
in Atlanta, GA
Are you Christopher Cowart? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Cowart is a certified financial planner who works in Atlanta, Georgia, with a total of 17 years of financial industry experience. Cowart is an employee of Suntrust Advisory Services, Inc. Throughout their career, they have worked at Bank Of America, N.A, Banc Of America Investment Services, Inc, Morgan Stanley Smith Barney, Valic Financial Advisors, Inc, Suntrust Investment Services, Inc, Suntrust Bank, Valic Financial Advisors, Bank Of America and Suntrust Advisory Services. Cowart has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Suntrust Advisory Services, Inc is a registered investment business that has its headquarters in Atlanta, Georgia. The company has offices in 1,572 locations and a total of 1,539 people on staff. It controls $19 billion in assets under management between its 41,105 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 54 charitable organizations. Of its 41,105 customer accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. Suntrust Advisory Services, Inc provides a broad range of services, including 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. Fees charged by financial advisors usually are based on the type of financial services offered. Fee types billed by Suntrust Advisory Services, Inc can include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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

121 Perimeter Center
Atlanta, GA 30346

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

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

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Christopher Cowart Work History

Christopher has 17 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2013 - Present (6 years)

Suntrust Investment Services, Inc

2013 - Present (6 years)

Suntrust Bank

2012 - 2013 (1 year)

Valic Financial Advisors, Inc

2012 - 2013 (1 year)

Valic Financial Advisors

2010 - 2012 (2 years)

Morgan Stanley Smith Barney

2010 - 2012 (2 years)

Morgan Stanley Smith Barney

2001 - 2009 (8 years)

Bank Of America, N.A

2001 - 2009 (8 years)

Banc Of America Investment Services, Inc

2001 - 2009 (8 years)

Bank Of America

Disclosures

Christopher Cowart has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started