Frank
Pittman

Suntrust Advisory Services, Inc

CRD#3146673
Investment Advisor
in Atlanta, GA
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About this Advisor

Frank Pittman is a certified financial planner who works out of Atlanta, Georgia. Currently a registered financial advisor with Suntrust Advisory Services, Inc, Pittman has 15 years of practice as a registered advisor. Pittman maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Pittman is registered to advise clients in Georgia, Texas and Louisiana. The advisor has gained experience at Suntrust Advisory Services, Inc, Banc Of America Insurance Services, Inc, Banc Of America Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Suntrust Investment Services, Inc. Suntrust Advisory Services, Inc is based out of Atlanta, Georgia, and operates out of 1,572 other locations in the nation. In aggregate, Suntrust Advisory Services, Inc manages $19 billion in assets throughout 41,105 accounts and employs more than 1,539 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 31,892 accounts on a discretionary basis, in which 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 offers 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

15 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

Yes

Office Location

1155 Peachtree Street Ne
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

Frank Pittman Work History

Frank has 15 years of experience.

2017 - Present (2 years)

Suntrust Advisory Services, Inc

2017 - Present (2 years)

Suntrust Investment Services, Inc

2010 - 2017 (7 years)

Bank Of America, N.A

2009 - 2017 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2003 - 2009 (6 years)

Banc Of America Insurance Services, Inc

2003 - 2009 (6 years)

Banc Of America Investment Services, Inc

Disclosures

Frank Pittman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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