Kelly
Frohsin

Suntrust Advisory Services, Inc

CRD#3075090
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

303 Peachtree Center Avenue 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

Kelly Frohsin Work History

Kelly has 11 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2012 - Present (7 years)

Suntrust Investment Services, Inc

2011 - 2012 (1 year)

Franklin Templeton Distributors Inc

2009 - 2009 (< 1 year)

Morgan Stanley Smith Barney

2009 - 2011 (2 years)

Agency For Workforce Innovation

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Kelly Frohsin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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