William
Sonnett

Suntrust Advisory Services, Inc

CRD#1017166
Investment Advisor
in Atlanta, GA
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About this Advisor

William Sonnett is a certified financial planner in Atlanta, Georgia. Currently a registered financial advisor at Suntrust Advisory Services, Inc, they have accrued 14 years of professional experience as a registered investment advisor. Sonnett holds a Series 63 license, designating the advisor as a securities agent. Sonnett can operate based out of Georgia. Throughout their career, Sonnett has worked at Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is based out of Atlanta, Georgia, and has 1,572 other brick-and-mortar locations across the country. Overall, Suntrust Advisory Services, Inc manages $19 billion in assets throughout 41,105 client accounts and retains more than 1,539 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Suntrust Advisory Services, Inc provides 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's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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 Fp - 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 Sonnett Work History

William has 14 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2004 - Present (15 years)

Suntrust Investment Services, Inc

Disclosures

William Sonnett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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