Anthony
Davaro
Truist Advisory Services, Inc
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About this Advisor
Anthony Davaro is a financial advisor operating in Ardmore, Pennsylvania who has 1 year of industry experience. Davaro works at Truist Advisory Services, Inc. Over the course of their career, Davaro has held roles at Hartford Life Distributors, LLC, Hartford Investment Financial Services, LLC, Citizens Securities, Inc, Citizens Bank, Truist Investment Services, Inc, Citizens Securities Inc and Truist Bank. Davaro has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Truist Advisory Services, Inc is an advisory firm that has its headquarters in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 employees. It handles $53 billion in total assets across its 125,600 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 125,600 accounts, just 12% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a wide assortment 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. Financial advisory fees usually depend on the financial services offered. Fee types charged by Truist Advisory Services, Inc likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$53,169,938,577
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,842
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
125,600
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$423,328
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
Anthony Davaro Work History
Anthony has been registered as a financial advisor for 1 years.*
Truist Investment Services, Inc
Truist Bank
Citizens Securities, Inc
Citizens Bank
Citizens Securities Inc
Citizens Bank
Citizens Securities, Inc
Citizens Bank
Hartford Investment Financial Services, LLC
Hartford Life Distributors, LLC
*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 Anthony Davaro 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
Williamsburg, VA
Lexington, SC
Houston, TX
Altamonte Springs, FL
Raleigh, NC
Richmond, VA
Chevy Chase, MD
Merritt Island, 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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