Eileen
Kane

Suntrust Advisory Services, Inc

CRD#4171488
Investment Advisor
in Atlanta, GA
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About this Advisor

Eileen Kane is a certified financial planner operating out of Atlanta, Georgia, who has been in the industry for 11 years. Kane is currently employed by Suntrust Advisory Services, Inc. During their career, Kane has held roles at Pnc Bank, National City Bank/Pnc Bank, First Citizens Bank, Suntrust Bank and Suntrust Advisory Services. Kane has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Suntrust Advisory Services, Inc is a business operating out of Atlanta, Georgia. It has offices in 1,572 locations and a total of 1,539 employees. It oversees $19 billion in assets among its 41,105 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 54 charitable organizations. Of its 41,105 accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. Suntrust Advisory Services, Inc has a number of services, such as 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. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees billed by Suntrust Advisory Services, Inc likely consist of any combination of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

1155 Peachtree Street Ne Suite 700
Atlanta, GA 30309

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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

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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

Eileen Kane Work History

Eileen has 11 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2015 - Present (4 years)

Suntrust Bank

2012 - 2015 (3 years)

Pnc Bank

2011 - 2012 (1 years)

First Citizens Bank

2007 - 2010 (3 years)

National City Bank/Pnc Bank

Disclosures

Eileen Kane has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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