Paul
Giliberto

Suntrust Advisory Services, Inc

CRD#2687467
Investment Advisor
in Atlanta, GA
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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

Series 63, Certified Financial Planner

Years of Experience

20 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 700
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

Paul Giliberto Work History

Paul has 20 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2011 - Present (8 years)

Suntrust Bank

2011 - Present (8 years)

Suntrust Investment Services, Inc

2010 - 2011 (1 year)

Bb&T

2007 - 2009 (2 years)

Wachovia Securities, LLC

1998 - 2009 (11 years)

Wachovia Bank, N.A

Disclosures

Paul Giliberto has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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