Suntrust Advisory Services, Inc
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About this Advisor
Rachelle Carmel is a certified financial planner operating out of Atlanta, Georgia, who has been in the financial industry for 11 years. Carmel is on the advisory team at Suntrust Advisory Services, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Merrill Lynch, Pierce, Fenner & Smith Inc, Barbri And Georgia State College Of Law and Suntrust Investment Services, Inc. Carmel maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Georgia. Suntrust Advisory Services, Inc is an advisory company that has its headquarters in Atlanta, Georgia. The firm has offices in 1,572 locations and a total of 1,539 advisors. It handles $19 billion in assets among its 41,105 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 54 charities and foundations. Of its 41,105 client accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets. The company offers a diverse range of services, such as 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. Fees for financial management largely depend on the type of financial services offered. However, fees charged by Suntrust Advisory Services, Inc may include any combination of 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
Rachelle Carmel Work History
Rachelle has 11 years of experience.
Suntrust Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Barbri And Georgia State College Of Law
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
Rachelle Carmel has no disclosures.
Please visit their SEC profile for more details.