Mark
Dicristina

Suntrust Advisory Services, Inc

CRD#4764750
Investment Advisor
in Atlanta, GA
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About this Advisor

Mark Dicristina is a certified financial planner operating out of Atlanta, Georgia, with a total of 15 years of work experience. Dicristina is on the advisory team at Suntrust Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Banks, Inc. Dicristina has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Suntrust Advisory Services, Inc is an advisory business headquartered in Atlanta, Georgia. The firm has offices in 1,572 locations and a total of 1,539 financial advisors. It administers $19 billion in assets between its 41,105 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 54 charitable organizations. Of its 41,105 accounts, 15% are associated with high-net-worth clients who have at least $1 million in assets. The business has a broad array 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 the type of services. However, fees charged by Suntrust Advisory Services, Inc most likely include asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

1155 Peachtree Street , Ne Suite 1200 / Md
Atlanta, GA 30309

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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 Dicristina Work History

Mark has 15 years of experience.

2013 - Present (6 years)

Suntrust Investment Services, Inc

2013 - Present (6 years)

Suntrust Banks,Inc

2004 - 2013 (9 years)

Suntrust Investment Services, Inc

2003 - 2013 (10 years)

Suntrust Bank

Disclosures

Mark Dicristina has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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