Suntrust Advisory Services, Inc
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About this Advisor
William Orielly is a certified financial planner based in Atlanta, Georgia, with 16 years of experience as a financial advisor. Orielly is an advisor for Suntrust Advisory Services, Inc. The advisor has gained experience at Suntrust Capital Markets, Suntrust Investment Services and Suntrust Advisory Services LLC. Orielly holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Suntrust Advisory Services, Inc is a financial advisory business that has its headquarters in Atlanta, Georgia. The firm has offices in 1,572 locations and a total of 1,539 advisors. It administers $19 billion in total assets among its 41,105 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 54 charitable organizations. Of its 41,105 customer accounts, 15% are associated with high-net-worth investors who have greater than $1 million in assets. The 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 typically are based on which services the firm provides the client. However, fee types charged by Suntrust Advisory Services, Inc can include any blend of 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
William Orielly Work History
William has 16 years of experience.
Suntrust Advisory Services LLC
Suntrust Investment Services
Suntrust Capital Markets
William Orielly has no disclosures.
Please visit their SEC profile for more details.