Thomas
Carroll

Suntrust Advisory Services, Inc

CRD#4199835
Investment Advisor
in Atlanta, GA
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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

Series 66, Certified Financial Planner

Years of Experience

18 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

Thomas Carroll Work History

Thomas has 18 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2014 - Present (5 years)

Suntrust Bank, Inc

2014 - Present (5 years)

Suntrust Investment Services,Inc

2012 - 2013 (1 years)

Genspring Family Offices International

2012 - 2014 (2 years)

Genspring Family Offices

2007 - 2012 (5 years)

Suntrust Bank

2000 - 2012 (12 years)

Suntrust Investment Services, Inc

Disclosures

Thomas Carroll has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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