Suntrust Advisory Services, Inc

Investment Advisor
in Charlotte, NC
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About this Advisor

Edward Danser is a certified financial planner in Charlotte, North Carolina. Currently a registered advisor at Suntrust Advisory Services, Inc, they have accrued 10 years of professional experience. Danser maintains Series 65 and Series 66 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Danser is able to operate in North Carolina. Throughout their career, Danser has worked at Merrill Lynch, Bank Of America, Na, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is based out of Charlotte, North Carolina, and has 1,572 additional brick-and-mortar locations in the nation. As a company, Suntrust Advisory Services, Inc manages $19 billion in assets across 41,105 client accounts and employs more than 1,539 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 31,892 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Suntrust Advisory Services, Inc offers 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 65, Series 66, Certified Financial Planner

Years of Experience

10 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



Office Location

4777 Sharon Road 2Nd Floor - Ia
Charlotte, NC 28210

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management


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


NC Average: 58
Total Number of Accounts


NC Average: 1,608
Average Account Size


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

Edward Danser Work History

Edward has 10 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2010 - Present (9 years)

Suntrust Investment Services,Inc

2009 - 2010 (1 year)

Bank Of America, Na

2008 - 2010 (2 years)

Merrill Lynch


Edward Danser has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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