Tony
Nguy

Truist Advisory Services, Inc

CRD#5479972
Investment Advisor
in Bethesda, MD

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About this Advisor

Tony Nguy is a financial advisor based in Bethesda, Maryland, working with Truist Advisory Services, Inc. Tony has previously held positions at Suntrust Investment Services, Inc, Suntrust Bank, and Suntrust Advisory Services, Inc. Tony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Tony is part of Truist Advisory Services, Inc, which operates out of Bethesda, Maryland. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10415 Old Georgetown Rd
Bethesda, MD 20814

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

MD Average: $3,570,121,308
Total Number of Employees

2,105

MD Average: 58
Total Number of Accounts

124,201

MD Average: 1,608
Average Account Size

$494,117

MD Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Tony Nguy Work History

2020 - Present (4 years)

Suntrust Advisory Services, Inc

2013 - Present (11 years)

Suntrust Investment Services, Inc

2013 - Present (11 years)

Suntrust Bank

2016 - 2017 (1 year)

Suntrust Advisory Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tony Nguy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Samantha Becker
Charlotte, NC
Austin Petrovich
Nashville, TN
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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