Felicia
Wilson

Suntrust Advisory Services, Inc

CRD#5304133
Investment Advisor
in Atlanta, GA
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About this Advisor

Felicia Wilson is a certified financial planner operating in Atlanta, Georgia, who has been in the industry for 20 years. Wilson is currently employed by Suntrust Advisory Services, Inc. Their career trajectory has included roles at Suntrust Advisory Services, Suntrust Bank and Suntrust Investment Services, Inc. Wilson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Suntrust Advisory Services, Inc is a financial advisory firm headquartered in Atlanta, Georgia. It has offices in 1,572 locations and a total of 1,539 advisors. It controls $19 billion in assets under management between its 41,105 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth clients who have at least $1 million in investable assets. The firm has a number 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. Financial advisory fees typically are based on which services are provided. Fees billed by Suntrust Advisory Services, Inc can be comprised of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

20 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

Felicia Wilson Work History

Felicia has 20 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2007 - Present (12 years)

Suntrust Investment Services, Inc

1998 - Present (21 years)

Suntrust Bank

Disclosures

Felicia Wilson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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