Melbourne, FL N Wickman 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
8226 N Wickman Rd
Melbourne FL 32940
Advisors at this office
4
Advisors at this office
Thomas D
Series 65, Series 63
Melbourne, FL
Truist Advisory Services
Thomas Dinardo is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at JPMorgan Chase and Thrivent Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support investment research and manager selection.
Lina M
Series 66
Melbourne, FL
Truist Advisory Services
Lina Millares is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services since 2018, as well as at UBS Financial Services and Ameriprise earlier in her career. Outside of her advisory role, she serves as Vice President of Del Val Investment Group, a real estate investment company involved in property acquisitions and project oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, retirement plan sponsors, corporate clients, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.
Kenneth P
Series 66
Melbourne, FL
Truist Advisory Services
Kenneth Persson is a financial advisor at Truist Advisory Services with a Series 66 credential. He has been in the industry since 2026, with prior experience at Truist Bank and other financial institutions. His background also includes work in the automotive collision repair sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
Patrick C
CFP®, Series 63, Series 65
Melbourne, FL
Truist Advisory Services
Patrick Culhane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has been with Truist and its predecessor entities since 2013, including roles at Truist Investment Services, Bb&T, and SunTrust. Outside of his advisory work, Culhane is involved in managing two LLCs that resell unused event tickets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools, with a focus on integration across affiliated entities.
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