Jeffrey
Weronick

Suntrust Advisory Services, Inc

CRD#2330081
Investment Advisor
in Atlanta, GA
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About this Advisor

Jeffrey Weronick is a chartered financial consultant based in Atlanta, Georgia, who has been in the financial industry for 13 years. Weronick currently works for Suntrust Advisory Services, Inc. Weronick has gained experience at Massmutual/Mml Investors Services, LLC, Minnesota Life/Securian, White Horse Adivsors LLC, The Piedmont Group, LLC, Suntrust Ad Visory Services, Inc and Suntrust Investment Services. Weronick has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Suntrust Advisory Services, Inc is an advisory business headquartered in Atlanta, Georgia. It has offices in 1,572 locations and a total of 1,539 financial advisors. It controls $19 billion in assets under management among its 41,105 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 54 charitable organizations. Of its 41,105 client accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets. The company offers 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. Fees charged by financial advisors largely are based on the type of financial services offered. However, fees charged by Suntrust Advisory Services, Inc most likely consist of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

13 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 Center Ave Fp-Suite 140
Atlanta, GA 30303

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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

Jeffrey Weronick Work History

Jeffrey has 13 years of experience.

2017 - Present (2 years)

Suntrust Ad Visory Services, Inc

2017 - Present (2 years)

Suntrust Investment Services

2010 - 2017 (7 years)

Massmutual/Mml Investors Services, LLC

2010 - 2017 (7 years)

The Piedmont Group, LLC

2006 - 2010 (4 years)

Minnesota Life/Securian

2005 - 2010 (5 years)

White Horse Adivsors LLC

Disclosures

Jeffrey Weronick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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