Warren
Thomas

Suntrust Advisory Services, Inc

CRD#3178214
Investment Advisor
in Atlanta, GA
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About this Advisor

Warren Thomas is a certified financial planner in Atlanta, Georgia. Currently a registered investment advisor with Suntrust Advisory Services, Inc, Thomas has 13 years of practice in the financial advisory industry. Thomas holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Thomas is able to operate in Georgia. During their career, the advisor has held roles at Suntrust Investment Services, Inc, Suntrust Bank, Suntrust Banks, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is headquartered in Atlanta, Georgia, and has 1,572 additional offices across the United States. As a company, Suntrust Advisory Services, Inc manages $19 billion in assets throughout 41,105 client accounts and retains more than 1,539 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Suntrust Advisory Services, Inc offers 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 66, Certified Financial Planner

Years of Experience

13 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 Ste 800 Md 2
Atlanta, GA 30309

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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

Warren Thomas Work History

Warren has 13 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2013 - Present (6 years)

Suntrust Banks, Inc

2013 - Present (6 years)

Suntrust Investment Services, Inc

2009 - 2013 (4 years)

Suntrust Bank

2005 - 2013 (8 years)

Suntrust Investment Services, Inc

Disclosures

Warren Thomas has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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