Sherry
Boulay

Suntrust Advisory Services, Inc

CRD#4501052
Investment Advisor
in Atlanta, GA
Are you Sherry Boulay? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sherry Boulay is a certified financial planner in Atlanta, Georgia. Currently a registered advisor with Suntrust Advisory Services, Inc, they have accumulated 16 years of professional experience in the financial advisory industry. Boulay has Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Boulay is registered to serve customers in Georgia. During their career, Boulay has held roles at Suntrust Investment Services, Inc, Suntrust Bank and Suntrust Advisory Services. Suntrust Advisory Services, Inc is located in Atlanta, Georgia, and operates out of 1,572 other locations in the country. Overall, Suntrust Advisory Services, Inc manages $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 biggest investment advisory firms in the United States. 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 investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Suntrust Advisory Services, Inc can provide 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 may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 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

Yes

Office Location

1155 Peachtree Street Ne Suite 700 - Md2
Atlanta, GA 30309

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Sherry Boulay Work History

Sherry has 16 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2009 - Present (10 years)

Suntrust Bank

2009 - Present (10 years)

Suntrust Investment Services, Inc

2002 - 2009 (7 years)

Suntrust Investment Services, Inc

Disclosures

Sherry Boulay has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started