Lance
Cibik

Suntrust Advisory Services, Inc

CRD#4582565
Investment Advisor
in Charlotte, NC
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About this Advisor

Lance Cibik is a certified financial planner who works in Charlotte, North Carolina. Currently a registered financial advisor with Suntrust Advisory Services, Inc, Cibik has 10 years of professional experience. Cibik maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Cibik is able to operate in North Carolina. Cibik has gained experience at Tiaa, Teachers Personal Investors Services, Inc, Well Fargo Advisors, Suntrust Advisory Services LLC, Fit Lifestyles Charlotte and Suntrust Investment Services, Inc. Suntrust Advisory Services, Inc is headquartered in Charlotte, North Carolina, and operates out of 1,572 additional brick-and-mortar locations throughout the country. As a registered investment advisory firm, Suntrust Advisory Services, Inc oversees $19 billion in assets throughout 41,105 accounts and employs more than 1,539 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 31,892 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. 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 may charge clients asset-based and hourly fees.

Certifications and Registrations

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

Disclosures

No

Office Location

4777 Sharon Road
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

Lance Cibik Work History

Lance has 10 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services LLC

2011 - Present (8 years)

Suntrust Investment Services, Inc

2010 - 2011 (1 years)

Tiaa

2010 - 2011 (1 years)

Teachers Personal Investors Services, Inc

2010 - 2010 (0 years)

Fit Lifestyles Charlotte

2008 - 2009 (1 years)

Well Fargo Advisors

Disclosures

Lance Cibik has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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