William
Orielly

Suntrust Advisory Services, Inc

CRD#2272757
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, 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

No

Office Location

303 Peachtree Center Avenue, Suntrust Garden Offices Suite 140
Atlanta, GA 30303

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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

William Orielly Work History

William has 16 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services LLC

2005 - Present (14 years)

Suntrust Investment Services

2002 - Present (17 years)

Suntrust Capital Markets

Disclosures

William Orielly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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