Michael
Green
Truist Advisory Services, Inc
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About this Advisor
Michael Green is a financial advisor based out of Atlanta, Georgia who has 7 years of relevant experience. Green is on the advisory team at Truist Advisory Services, Inc. During their career, Green has held roles at Suntrust Investment Services, Inc and Suntrust Advisory Services. Green holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Truist Advisory Services, Inc is a registered investment company operating out of Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 financial advisors. It oversees $53 billion in assets under management among its 125,600 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Truist Advisory Services, Inc can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Michael Green Work History
Michael has been registered as a financial advisor for 7 years.*
Suntrust Advisory Services
Suntrust Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Altamonte Springs, FL
Atlanta, GA
Houston, TX
Myrtle Beach, SC
Charlotte, NC
Richmond, VA
Chevy Chase, MD
Merritt Island, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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