Helene
Moll

Suntrust Advisory Services, Inc

CRD#5216588
Investment Advisor
in Charlotte, NC
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About this Advisor

Helene Moll is a certified financial planner operating in Charlotte, North Carolina, who has been in the financial industry for 12 years. Moll is on the advisory team at Suntrust Advisory Services, Inc. Over the course of their career, they have held roles at Suntrust Advisory Services, Tiaa-Cref Individual & Institutional Services, Inc and Suntrust Investment Services, Inc. Moll holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Suntrust Advisory Services, Inc is a registered investment firm that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in 1,572 locations and a total of 1,539 people on staff. It oversees $19 billion in assets across its 41,105 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 54 charities and foundations. Of its 41,105 accounts, 15% belong to high-net-worth investors who have at least $1 million in investable assets. The company has a wide set 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. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by Suntrust Advisory Services, Inc likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

4777 Sharon Road Second Floor - Fpg
Charlotte, NC 28210

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$19,036,272,153

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

1,539

NC Average: 58
Total Number of Accounts

41,105

NC Average: 1,608
Average Account Size

$463,113

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

Helene Moll Work History

Helene has 12 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2012 - Present (7 years)

Suntrust Investment Services, Inc

2006 - 2012 (6 years)

Tiaa-Cref Individual & Institutional Services, Inc

Disclosures

Helene Moll has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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