Alpharetta, GA Haynes Bridge Rd Office
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Truist Advisory Services
Enterprise
Firm-wide stats for Truist Advisory Services
About
Truist Advisory Services (TAS) provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. Its offerings include asset allocation and investment policy analysis, plan sponsor fiduciary support and participant advice, and the AMC Advantage manager‑selection program for clients who wish to appoint third‑party managers.
The firm implements advice through a mix of discretionary manager relationships and non‑discretionary consulting, and it relies on third‑party platform and manager arrangements (including contracts with Envestnet and Envestnet Retirement Solutions) to administer the AMC program and perform ongoing due diligence. TAS’ Equity Research team supplements traditional research with AI‑enabled tools and its Investment Advisory Group and CIO provide supervisory oversight of manager selection, models and periodic reviews.
What distinguishes TAS from many peers is the degree of inter‑affiliate integration and the related operating requirements: AMC Advantage clients are generally required to maintain accounts at TAS’s affiliated broker‑dealer (Truist Investment Services) and the firm uses Truist Bank sweep features for core cash balances, and the ADV also notes an affiliation with a swap dealer—an affiliation that is uncommon among large enterprise advisers. The brochure also discloses a closed status for new AMC Advantage enrollments absent exception and documents multiple inter‑affiliate service arrangements and prior enforcement matters, all of which are material to how the firm supervises manager selection, custody and conflict‑of‑interest controls.
Based on Truist Advisory Services
Location
9919 Haynes Bridge Rd
Alpharetta GA 30022
Advisors at this office
2
Advisors at this office
Ali M
CFP®, Series 66, Series 63
Alpharetta, GA
Truist Advisory Services
Ali Mahbod is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Truist Advisory Services and Truist Investment Services and has previously worked at SunTrust Advisory Services, E*Trade Capital Management, and other firms. Outside of his advisory work, he has been a licensed Grade 07 soccer referee with the United States Soccer Federation since 2004 and volunteers with a nonprofit focused on education through sports. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a mix of discretionary and non-discretionary approaches, supported by third-party platforms and manager arrangements, with an emphasis on inter-affiliate integration and supervisory oversight.
Susan T
Series 63, Series 66
Alpharetta, GA
Truist Advisory Services
Susan Tordik Atchison is a financial advisor with Truist Advisory Services in Alpharetta, GA. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Her prior roles include positions at Merrill, Wells Fargo Clearing, and Primerica Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, leveraging third-party platform and manager arrangements to support its investment programs.
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