Richmond, VA Kroger Center Blvd 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
1500 Kroger Center Blvd
Richmond VA 23235
Advisors at this office
3
Advisors at this office
Austin M
Series 63, Series 65
North Chesterfield, VA
Truist Advisory Services
Austin Mcelroy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Investment Services. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealers and Truist Bank.
Shaun S
Series 63, Series 66
North Chesterfield, VA
Truist Advisory Services
Shaun Sims is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at SunTrust Advisory Services and SunTrust Securities. Outside of his advisory work, he is a member of LADYBELLA DESIGNS LLC, a custom laser engraving and jewelry business co-managed with his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary services, supported by advanced research and inter‑affiliate integration.
Daniel S
Series 63, Series 65
Richmond, VA
Truist Advisory Services
Daniel Sandiford is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at Bb&T Securities and Bb&T Investment Services. Outside of his advisory work, Sandiford is a member of GREATSTONE CAMPS LLC, which operates summer vacation cottages, and serves as a board member for the finance council of St. Patrick’s Catholic Church in Richmond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
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