Suntrust Advisory Services, Inc
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About this Advisor
Kelly Frohsin is a certified financial planner based in Atlanta, Georgia, who has been in the financial industry for 11 years. Frohsin is on the advisory team at Suntrust Advisory Services, Inc. Throughout their career, Frohsin has worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Franklin Templeton Distributors Inc, Agency For Workforce Innovation, Suntrust Investment Services, Inc and Suntrust Advisory Services. Frohsin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Suntrust Advisory Services, Inc is a company headquartered in Atlanta, Georgia. It has offices in 1,572 locations and a total of 1,539 advisors. It has $19 billion in assets between its 41,105 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 54 charitable organizations. Of its 41,105 client accounts, 15% are held by high-net-worth clients who have at least $1 million in investable assets. Suntrust Advisory Services, Inc has a diverse range of services, such as 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 are based on which services the firm provides the client. Fee types charged by Suntrust Advisory Services, Inc most likely include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
Kelly Frohsin Work History
Kelly has 11 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Franklin Templeton Distributors Inc
Morgan Stanley Smith Barney
Agency For Workforce Innovation
Morgan Stanley & Co., Inc
Kelly Frohsin has disclosures.
Please visit their SEC profile for more details.