Sarah
Mckinley

Suntrust Advisory Services, Inc

CRD#1586365
Investment Advisor
in Charlotte, NC
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About this Advisor

Sarah Mckinley is a chartered financial analyst working in Charlotte, North Carolina, who has been in the financial industry for 14 years. Mckinley is on the advisory team at Suntrust Advisory Services, Inc. Throughout their career, Mckinley has worked at Suntrust Advisory Services and Suntrust Investment Services, Inc. Mckinley maintains a Series 66 license, designating 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. It has offices in 1,572 locations and a total of 1,539 employees. It oversees $19 billion in assets under management between its 41,105 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 54 charities and foundations. Of its 41,105 customer accounts, 15% are associated with high-net-worth clients who have more than $1 million in investable assets. The business provides a wide range 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. A financial advisor's fees vary depending on the services offered. However, fees charged by Suntrust Advisory Services, Inc likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

14 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 2Nd Floor - Stis Wealth
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

Sarah Mckinley Work History

Sarah has 14 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2015 - Present (4 years)

Suntrust Investment Services, Inc

Disclosures

Sarah Mckinley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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