Rachelle
Carmel

Suntrust Advisory Services, Inc

CRD#4351957
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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 Streey 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

Rachelle Carmel Work History

Rachelle has 11 years of experience.

2016 - Present (3 years)

Suntrust Investment Services, Inc

2014 - 2014 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2016 (3 years)

Barbri And Georgia State College Of Law

2007 - 2013 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

Disclosures

Rachelle Carmel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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