Mary
Pettit

Suntrust Advisory Services, Inc

CRD#5677618
Investment Advisor
in Atlanta, GA
Are you Mary Pettit? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mary Pettit is a certified financial planner in Atlanta, Georgia. Currently a registered investment advisor at Suntrust Advisory Services, Inc, they have gathered 10 years of experience as a registered investment advisor. Pettit holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Pettit can work with investors in Georgia. Pettit has gained experience at Merrill Lynch, Suntrust Bank, Ocmulgee Trust, University Of Georgia, Dynamic Marketing Concepts, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is based out of Atlanta, Georgia, and operates out of 1,572 locations in the nation. As an advisory firm, Suntrust Advisory Services, Inc oversees $19 billion in assets throughout 41,105 accounts and retains more than 1,539 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Suntrust Advisory Services, Inc can offer 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

10 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 Suite - Md3
Atlanta, GA 30308

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Mary Pettit Work History

Mary has 10 years of experience.

2018 - Present (1 year)

Suntrust Investment Services, Inc

2016 - Present (3 years)

Suntrust Advisory Services

2011 - 2016 (5 years)

Suntrust Bank

2011 - 2018 (7 years)

Suntrust Investment Services, Inc

2010 - 2011 (1 year)

Ocmulgee Trust

2010 - 2010 (< 1 year)

Dynamic Marketing Concepts

2009 - 2009 (< 1 year)

Merrill Lynch

2009 - 2010 (1 year)

University Of Georgia

2008 - 2009 (1 year)

University Of Georgia

Disclosures

Mary Pettit has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started