Mark
Davis

Suntrust Advisory Services, Inc

CRD#2648118
Investment Advisor
in Atlanta, GA
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About this Advisor

Mark Davis is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered advisor at Suntrust Advisory Services, Inc, Davis has 16 years of professional experience in the financial advisory industry. Davis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Davis is able to serve customers based out of Georgia. Their career trajectory has included roles at Alexander Key Investments, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is headquartered in Atlanta, Georgia, and operates out of 1,572 other locations across the nation. In total, Suntrust Advisory Services, Inc manages $19 billion in assets dispersed across 41,105 client accounts and retains more than 1,539 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 31,892 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Suntrust Advisory Services, Inc provides 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 66, Certified Financial Planner

Years of Experience

16 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 15Th Floor
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

Mark Davis Work History

Mark has 16 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2014 - Present (5 years)

Suntrust Investment Services, Inc

2005 - 2012 (7 years)

Suntrust Investment Services, Inc

2002 - Present (17 years)

Alexander Key Investments

Disclosures

Mark Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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