Sara Jean
Veatch

Suntrust Advisory Services, Inc

CRD#5408258
Investment Advisor
in Charlotte, NC
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About this Advisor

Sara Jean Veatch is a certified financial planner operating out of Charlotte, North Carolina, who has been in the industry for 11 years. Veatch works at Suntrust Advisory Services, Inc. The advisor has gained experience at Wachovia Secutities, LLC, Wells Fargo Advisors LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Suntrust Advisory Services, Inc and Suntrust Investment Services, Inc. Veatch has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Suntrust Advisory Services, Inc is a registered investment business operating in Charlotte, North Carolina. The investment advisory business has offices in 1,572 locations and a total of 1,539 advisors. It administers $19 billion in total assets across its 41,105 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 54 charities and foundations. Of its 41,105 customer accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets. Suntrust Advisory Services, Inc provides a number of services, including 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 advice typically depend on which services the firm provides the client. Fee types charged by Suntrust Advisory Services, Inc can consist of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

4777Sharon 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

Sara Jean Veatch Work History

Sara Jean has 11 years of experience.

2017 - Present (2 years)

Suntrust Advisory Services, Inc

2017 - Present (2 years)

Suntrust Investment Services, Inc

2015 - 2017 (2 years)

Tiaa

2015 - 2017 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Secutities, LLC

Disclosures

Sara Jean Veatch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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