Felicia
Speetjens

Suntrust Advisory Services, Inc

CRD#3197366
Investment Advisor
in Atlanta, GA
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About this Advisor

Felicia Speetjens is a certified financial planner whose office is in Atlanta, Georgia. Currently an investment advisor with Suntrust Advisory Services, Inc, Speetjens has 12 years of work experience as a financial advisor. Speetjens holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Speetjens can serve customers based out of Georgia. Throughout their career, Speetjens has worked at Suntrust Banks, Inc, Suntrust Bank, Suntrust Advisory Services and Suntrust Investment Services, Inc. Suntrust Advisory Services, Inc is located in Atlanta, Georgia, and has 1,572 additional locations across the United States. In aggregate, Suntrust Advisory Services, Inc manages $19 billion in assets dispersed across 41,105 client accounts and retains more than 1,539 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 31,892 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Suntrust Advisory Services, Inc can provide 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's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

303 Peachtree Street Ne 32Nd Floor
Atlanta, GA 30308

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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

Felicia Speetjens Work History

Felicia has 12 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2014 - Present (5 years)

Suntrust Bank

2014 - Present (5 years)

Suntrust Investment Services, Inc

2006 - 2014 (8 years)

Suntrust Banks, Inc

Disclosures

Felicia Speetjens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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