Carlos
Marbot
Truist Advisory Services, Inc
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About this Advisor
Carlos Marbot is a financial advisor based out of Spartanburg, South Carolina with a total of 1 year of industry experience. Marbot is on the advisory team at Truist Advisory Services, Inc. Over the course of their career, Marbot has held roles at Pruco Securities LLC, U. S. Army National Guard, Liberty University, Uab Medicine, Firerock Building Materials, Texas Spine And Sports Therapy Center, U.S. Army, American Family Care, The Prudential Insurance Company Of America, E*Trade Securities LLC, Charles Schwab & Co., Inc, Fidelity Investments, The Vanguard Group, Inc, Morgan Stanley, Truist Investment Service Inc and Truist Advisory Services Inc. Marbot maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in South Carolina. Truist Advisory Services, Inc is a registered investment company operating out of Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 advisors. It administers $53 billion in assets under management between its 125,600 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a diverse array 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 management fees largely are based on the services provided. However, fee types charged by Truist Advisory Services, Inc most likely are comprised of some combination 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
$53,169,938,577
2,842
125,600
$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
Carlos Marbot Work History
Carlos has been registered as a financial advisor for 1 years.*
Truist Investment Service Inc
Truist Advisory Services Inc
Morgan Stanley
E*Trade Securities LLC
Charles Schwab & Co., Inc
Fidelity Investments
The Vanguard Group, Inc
Pruco Securities LLC
The Prudential Insurance Company Of America
Liberty University
Uab Medicine
Firerock Building Materials
American Family Care
U. S. Army National Guard
Texas Spine And Sports Therapy Center
U.S. Army
*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 Carlos Marbot 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
Charlotte, NC
Rising Sun, MD
Richmond, VA
Williamsburg, VA
Durham, NC
Richmond, VA
Houston, TX
Altamonte Springs, 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.
