John
Kreutzer

Truist Advisory Services, Inc

CRD#1208027
Investment Advisor
in Alexandria, VA

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About this Advisor

John Kreutzer is a financial advisor working in Alexandria, Virginia who has 2 years of industry experience. Kreutzer is on the advisory team at Truist Advisory Services, Inc. Kreutzer has gained experience at Scott & Stringfellow, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Kreutzer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Virginia. Truist Advisory Services, Inc is a firm headquartered in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 financial advisors. It oversees $53 billion in assets among its 125,600 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs a wide range of services, such as 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. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fees charged by Truist Advisory Services, Inc most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

201 N Union St, Ste 240 Br-Pcg
Alexandria, VA 22314

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

VA Average: $3,570,121,308
Total Number of Employees

2,842

VA Average: 58
Total Number of Accounts

125,600

VA Average: 1,608
Average Account Size

$423,328

VA Average: $2,220,225

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

John Kreutzer Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2013 - 2021 (8 years)

Bb&T Securities, LLC

2009 - 2021 (12 years)

Scott & Stringfellow

*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 John Kreutzer 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

Marc Lawrence
Homosassa, FL
William Taylor
Knoxville, TN
Timothy Garrett
New Bern, NC
Zohetni Gonzalez
Tampa, FL
Owen Wilson
Naples, FL
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
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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