Roderick
Kennedy

Suntrust Advisory Services, Inc

CRD#2093992
Investment Advisor
in Atlanta, GA
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About this Advisor

Roderick Kennedy is a chartered financial consultant operating in Atlanta, Georgia, who has been in the advisory business for 12 years. Kennedy is an advisor for Suntrust Advisory Services, Inc. Kennedy has gained experience at Ubs Financial Services Inc, Chase Investment Services Corp, Suntrust Investment Services, Inc, Suntrust Bank, Inc, Suntrust Investment Services, Inc and Suntrust Advisory Services. Kennedy has a Series 63 license, designating them as a securities agent, and is approved to advise clients in Georgia. Suntrust Advisory Services, Inc is a financial advisory company that has its headquarters in Atlanta, Georgia. The company has offices in 1,572 locations and a total of 1,539 employees. It has $19 billion in total assets across its 41,105 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth individuals who have more than $1 million in investable assets. Suntrust Advisory Services, Inc performs a wide array 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 charged by financial advisors are based on which services are offered. Fee types charged by Suntrust Advisory Services, Inc likely consist of any combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

12 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

303 Peachtree Street Ne 32Nd Floor
Atlanta, GA 30308

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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

Roderick Kennedy Work History

Roderick has 12 years of experience.

2018 - Present (1 year)

Suntrust Investment Services,Inc

2016 - Present (3 years)

Suntrust Advisory Services

2015 - Present (4 years)

Suntrust Bank, Inc

2015 - 2018 (3 years)

Suntrust Investment Services, Inc

2009 - 2009 (< 1 year)

Chase Investment Services Corp

2009 - 2015 (6 years)

Ubs Financial Services Inc

2006 - 2009 (3 years)

Ubs Financial Services Inc

Disclosures

Roderick Kennedy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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