Wilson
Moy

Suntrust Advisory Services, Inc

CRD#6106028
Investment Advisor
in Charlotte, NC
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About this Advisor

Wilson Moy is a certified financial planner operating out of Charlotte, North Carolina, with a total of 10 years in the industry. Moy is on the advisory team at Suntrust Advisory Services, Inc. The advisor has gained experience at Suntrust Bank, Bank Of Oklahoma, Suntrust Investment Services, Inc, Suntrust Advisory Services and Aafmaa Wealth Mgmt Trust LLC. Moy has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Suntrust Advisory Services, Inc is a business that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in 1,572 locations and a total of 1,539 financial advisors. It handles $19 billion in assets under management across its 41,105 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 54 charitable organizations. Of its 41,105 customer accounts, 15% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm 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 charged by financial advisors largely depend on the financial services. Fees charged by Suntrust Advisory Services, Inc most likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63, 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 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

Wilson Moy Work History

Wilson has 10 years of experience.

2017 - Present (2 years)

Suntrust Advisory Services

2015 - 2016 (1 years)

Aafmaa Wealth Mgmt Trust LLC

2012 - Present (7 years)

Suntrust Bank

2012 - Present (7 years)

Suntrust Investment Services,Inc

2008 - 2011 (3 years)

Bank Of Oklahoma

Disclosures

Wilson Moy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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