Scott
Reynolds

Truist Advisory Services, Inc

CRD#7191923
Investment Advisor
in Atlanta, GA

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About this Advisor

Scott Reynolds is a financial advisor who works in Atlanta, Georgia with a total of 1 year of relevant experience. Reynolds currently works for Truist Advisory Services, Inc. During their career, Reynolds has held roles at United States Military Academy, United States Army, Ttr Sotheby'S International Realty, Ubs Financial Services Inc, Education - Real Estate Licensing, Usb Financial Services, Inc and Truist Advisory Services, Inc. Reynolds has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Truist Advisory Services, Inc is an advisory business based in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It controls $53 billion in assets under management between its 125,600 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 85 charities and foundations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have more than $1 million in assets available to invest. Truist Advisory Services, Inc has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Truist Advisory Services, Inc likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

303 Peachtree St Ne - 2Nd Flr
Atlanta, GA 30308

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

GA Average: $3,570,121,308
Total Number of Employees

2,842

GA Average: 58
Total Number of Accounts

125,600

GA Average: 1,608
Average Account Size

$423,328

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Scott Reynolds Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Truist Advisory Services, Inc

2021 - 2022 (1 year)

Usb Financial Services, Inc

2020 - 2021 (1 year)

Ubs Financial Services Inc

2019 - 2020 (1 year)

Ubs Financial Services Inc

2018 - 2019 (1 year)

Ttr Sotheby'S International Realty

2018 - 2018 (< 1 year)

Education - Real Estate Licensing

2014 - 2018 (4 years)

United States Army

2013 - 2014 (1 year)

United States Army

2009 - 2013 (4 years)

United States Military Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Reynolds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Matthew Johnson
Raleigh, NC
Brian Zarnick
Lexington, SC
Michael Nagy
Altamonte Springs, FL
Timothy Mann
Charlotte, NC
James Ahn
Fairfax, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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