Samuel
Hylton

Truist Advisory Services, Inc

CRD#2366502
Investment Advisor
in Greenville, NC

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About this Advisor

Samuel Hylton is a certified financial planner operating out of Greenville, North Carolina who has 2 years of relevant experience. Hylton is on the advisory team at Truist Advisory Services, Inc. Their career trajectory has included roles at Scott & Stringfellow, Inc`, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Hylton has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Truist Advisory Services, Inc is an advisory company based out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 employees. It has $53 billion in total assets across its 125,600 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 85 charities and foundations. Of its 125,600 client accounts, just 12% belong to high-net-worth investors who have at least $1 million in assets. Truist Advisory Services, Inc offers a number of services, including 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. Fees for financial advice depend on which services the firm provides the client. Fees charged by Truist Advisory Services, Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

514 Se Greenville Blvd Floor 2
Greenville, NC 27858

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

NC Average: 58
Total Number of Accounts

125,600

NC Average: 1,608
Average Account Size

$423,328

NC 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

Samuel Hylton Work History

Samuel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2013 - 2021 (8 years)

Bb&T Securities, LLC

2005 - 2021 (16 years)

Scott & Stringfellow, Inc`

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samuel Hylton 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

Tabitha Concepcion
Durham, NC
James Beall
Mc Lean, VA
Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
Alex Fontana
Ocala, FL
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Michael Nagy
Altamonte Springs, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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