Susan
Bennett

Truist Advisory Services, Inc

CRD#5728138
Investment Advisor
in Midlothian, VA

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About this Advisor

Susan Bennett is a financial advisor based in Midlothian, Virginia, working with Truist Advisory Services, Inc. Susan has previously held positions at Suntrust Investment Services, Inc, Suntrust Advisory Services, and Suntrust Investment Services, Inc. Susan has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Susan is part of Truist Advisory Services, Inc, which operates out of Midlothian, Virginia. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

1348 Sycamore Sq
Midlothian, VA 23113

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

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

2,105

VA Average: 58
Total Number of Accounts

124,201

VA Average: 1,608
Average Account Size

$494,117

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

Susan Bennett Work History

2018 - Present (6 years)

Suntrust Investment Services, In

2016 - Present (8 years)

Suntrust Advisory Services

2014 - 2018 (4 years)

Suntrust Investment Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Susan Bennett 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

Samantha Becker
Charlotte, NC
John Bragg
Atlanta, GA
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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