Bradley
Curelop

Suntrust Advisory Services, Inc

CRD#6749664
Investment Advisor
in Raleigh, NC
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About this Advisor

Bradley Curelop is a certified financial planner in Raleigh, North Carolina. Currently a registered financial advisor with Suntrust Advisory Services, Inc, Curelop has 13 years of professional experience as a registered investment advisor. Curelop holds a Series 63 license, which certifies them as a securities representative. Curelop is able to act as a financial advisor based out of North Carolina. The advisor has gained experience at Suntrust Investment Services, Bb&T and Suntrust Bank. Suntrust Advisory Services, Inc is headquartered in Raleigh, North Carolina, and operates out of 1,572 additional locations throughout the country. In total, Suntrust Advisory Services, Inc oversees $19 billion in assets dispersed across 41,105 accounts and employs more than 1,539 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Suntrust Advisory Services, Inc can provide 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 63, 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

No

Office Location

305 Church At North Hills Street 10Th Floor - Md2
Raleigh, NC 27609

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

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

1,571

NC Average: 58
Total Number of Accounts

47,014

NC Average: 1,608
Average Account Size

$434,045

NC 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

Bradley Curelop Work History

Bradley has 13 years of experience.

2017 - Present (2 years)

Suntrust Investment Services

2017 - Present (2 years)

Suntrust Bank

2005 - 2017 (12 years)

Bb&T

Disclosures

Bradley Curelop has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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