Suntrust Advisory Services, Inc
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About this Advisor
Thomas Carroll is a certified financial planner based out of Atlanta, Georgia, who has 18 years of work experience. Carroll currently works for Suntrust Advisory Services, Inc. Over the course of their career, they have held roles at Genspring Family Offices International, Suntrust Investment Services, Inc, Genspring Family Offices, Suntrust Bank, Suntrust Bank, Inc, Suntrust Investment Services, Inc and Suntrust Advisory Services. Carroll holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and Texas. Suntrust Advisory Services, Inc is an advisory company headquartered in Atlanta, Georgia. The firm has offices in 1,572 locations and a total of 1,539 financial advisors. It manages $19 billion in assets across its 41,105 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a number 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. Financial advisory fees usually depend on which services the firm provides the client. Fees billed by Suntrust Advisory Services, Inc most likely include 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
Thomas Carroll Work History
Thomas has 18 years of experience.
Suntrust Advisory Services
Suntrust Bank, Inc
Suntrust Investment Services,Inc
Genspring Family Offices International
Genspring Family Offices
Suntrust Investment Services, Inc
Thomas Carroll has no disclosures.
Please visit their SEC profile for more details.