Diane
Schmidt
Truist Advisory Services, Inc
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About this Advisor
Diane Schmidt is a financial advisor based in Atlanta, Georgia with 6 years of relevant experience. Schmidt is currently employed by Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Advisory Services and Suntrust Bank. Schmidt holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Georgia. Truist Advisory Services, Inc is a business that has its headquarters 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 between its 125,600 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 85 charitable organizations. Of its 125,600 client accounts, just 12% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a wide range 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 are based on the services. However, fee types billed by Truist Advisory Services, Inc likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$53,169,938,577
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,842
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
125,600
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$423,328
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
Diane Schmidt Work History
Diane has been registered as a financial advisor for 6 years.*
Suntrust Advisory Services
Suntrust Bank
*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 Diane Schmidt 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
Williamsburg, VA
Lexington, SC
Houston, TX
Altamonte Springs, FL
Raleigh, NC
Richmond, VA
Chevy Chase, MD
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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