Joseph
Sicchitano

Suntrust Advisory Services, Inc

CRD#2261944
Investment Advisor
in Atlanta, GA
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About this Advisor

Joseph Sicchitano is a certified financial planner who works in Atlanta, Georgia, who has 14 years of professional experience. Sicchitano is an employee of Suntrust Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Investment Services, Inc, Tiaa-Cref Individual & Institutional Services LLC and Suntrust Advisory Services. Sicchitano has Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in Georgia and North Carolina. Suntrust Advisory Services, Inc is a registered investment business operating out of Atlanta, Georgia. The firm has offices in 1,572 locations and a total of 1,539 people on staff. It handles $19 billion in assets among its 41,105 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets. The business provides 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 vary depending on which services the firm provides the client. However, fees billed by Suntrust Advisory Services, Inc can consist of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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 Fpg Suite - 32Nd Fllor
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

Joseph Sicchitano Work History

Joseph has 14 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2011 - Present (8 years)

Suntrust Investment Services, Inc

2004 - 2011 (7 years)

Tiaa-Cref Individual & Institutional Services LLC

Disclosures

Joseph Sicchitano has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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