Michael
Green

Truist Advisory Services, Inc

CRD#3139986
Investment Advisor
in Atlanta, GA

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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

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

825 Martin Luther King Drive Nw
Atlanta, GA 30314

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

GA Average: $3,570,121,308
Total Number of Employees

2,842

GA Average: 58
Total Number of Accounts

125,600

GA Average: 1,608
Average Account Size

$423,328

GA Average: $2,220,225

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.*

2016 - Present (8 years)

Suntrust Advisory Services

2013 - Present (11 years)

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

Michael Nagy
Altamonte Springs, FL
Matthew Speed
Atlanta, GA
Pedro Paulo Lourenco
Houston, TX
Staci Goins
Myrtle Beach, SC
Timothy Mann
Charlotte, NC
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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