Suntrust Advisory Services, Inc
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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
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
Wilson Moy Work History
Wilson has 10 years of experience.
Suntrust Advisory Services
Aafmaa Wealth Mgmt Trust LLC
Suntrust Investment Services,Inc
Bank Of Oklahoma
Wilson Moy has no disclosures.
Please visit their SEC profile for more details.