Suntrust Advisory Services, Inc
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About this Advisor
Paul Giliberto is a certified financial planner in Atlanta, Georgia. Currently an investment advisor with Suntrust Advisory Services, Inc, they have gathered 20 years of work experience in the financial advisory industry. Giliberto holds a Series 63 license, certifying them as a securities agent. Giliberto is registered to work with investors based out of Georgia. During their career, Giliberto has held roles at Wachovia Bank, N.A, Wachovia Securities, LLC, Bb&T, Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is based out of Atlanta, Georgia, and has 1,572 brick-and-mortar locations throughout the nation. As a company, Suntrust Advisory Services, Inc oversees $19 billion in assets dispersed across 41,105 accounts and retains more than 1,539 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 31,892 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Suntrust Advisory Services, Inc offers 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
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
Paul Giliberto Work History
Paul has 20 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Wachovia Securities, LLC
Wachovia Bank, N.A
Paul Giliberto has no disclosures.
Please visit their SEC profile for more details.