Manassas, VA Church Street Office

Team
Updated today
Truist Advisory Services logo

Truist Advisory Services

Enterprise

Firm-wide stats for Truist Advisory Services

Total advisors

1,944

Across 642 offices

Clients per advisor

65 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

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

Occupation focus

Founder/Business Owner Executive

Based on Truist Advisory Services

Location

9200 Church Street, Suite 100

Manassas VA 20110

Advisors at this office

4

Advisors at this office

user avatar

Dylan H

Series 66

Manassas, VA

Truist Advisory Services

Dylan Hayes is a financial advisor at Truist Advisory Services with one year of industry experience. Prior to his advisory role, he served in the United States Navy and currently holds a position as a Navy Diver in the United States Navy Reserve. He holds the Series 66 designation. 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 offers solutions including asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Jennifer K

Series 63, Series 65

Manassas, VA

Truist Advisory Services

Jennifer Kellett is a financial advisor at Truist Advisory Services with six years of industry experience. She holds the Series 63 and Series 65 registrations and has worked at Truist-related firms since 2012. Outside of her advisory role, she operates a small photography business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Founder/Business Owner Executive
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Jamie H

Series 63, Series 66

Manassas, VA

Truist Advisory Services

Jamie Hudgins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Truist Advisory Services since 2003 and also has experience with Truist Investment Services from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program that integrates third-party managers through a combination of discretionary and non-discretionary approaches.

Founder/Business Owner Executive
user avatar

Robert S

Series 63, Series 65

Manassas, VA

Truist Advisory Services

Robert Sturm is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Outside of his advisory work, he serves on the Finance Committee of the Benedictine Sisters and is the chair of the board for Hopelink, Inc., a nonprofit focused on mental health. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled equity research, to deliver asset allocation, fiduciary support, and manager selection programs.

Founder/Business Owner Executive
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