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Nicholas Griffiths

Advisor at Truist Advisory Services

Updated today

Location

Shamokin, PA 17872

Credentials

CFP®, Series 66

Industry experience

18 years

About

Nicholas Griffiths is a CFP®-designated financial advisor with 18 years of industry experience, currently with Truist Advisory Services. His career includes roles at Truist Investment Services, SunTrust Advisory Services, BB&T, and PNC Investments. He serves as a board member for the Shamokin Area High School Football Alumni Association, providing guidance on resource allocation. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Expertise

Based on Truist Advisory Services

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services: Annual base fee of $2,500 (newly established plans)

Location

521 N 2 Nd Street

Shamokin, PA 17872

Most active in

Pennsylvania · Texas

Work history

Truist Investment Services, INC.

2021 - Present (5 years)

Suntrust Advisory Services, Inc.

2020 - Present (6 years)

Suntrust Investment Services,Inc.

2020 - Present (6 years)

BB&T

2019 - Present (7 years)

Bb&T Securities, Llc

2018 - Present (8 years)

Bbtis

2016 - Present (10 years)

BB&T

2016 - 2019 (3 years)

PNC Investments LLC

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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