Rock Hill, SC Dave Lyte Boulevard Office
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Truist Advisory Services
Enterprise
Firm-wide stats for Truist Advisory Services
About
Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base that includes individuals (including high‑net‑worth clients), corporations, plan sponsors, plan participants, and charitable organizations. Its advisory offerings include plan sponsor and participant services, asset allocation and fund monitoring, and the AMC Advantage program that assists clients in selecting third‑party investment managers.
The firm works with clients by collecting financial information through questionnaires, helping define goals and constructing asset allocation strategies, and then recommending or onboarding one or more managers on the Envestnet platform; for retirement plans it partners with Envestnet Retirement Solutions and may serve as a 3(21) co‑fiduciary or recommend ERS 3(38) discretionary services. Research and monitoring combine traditional sources and due diligence with AI‑enabled tools used by the Equity Research Team, and TAS provides ongoing reviews, quarterly reporting, and at‑least‑annual client consultations.
What is distinctive in TAS’s brochure is the scope of its affiliated financial relationships and the operational arrangements that accompany them — the firm is a Truist Financial affiliate with extensive bank, broker‑dealer, and clearing relationships (NFS, Truist Investment Services and Truist Bank) and discloses an affiliation with a swap dealer, as well as required use of an affiliated broker for the AMC Advantage program and a multibank/single‑bank cash sweep that can generate affiliate revenue. The brochure also details several past regulatory matters, including 2024 SEC and CFTC orders and related remediation commitments, which the firm highlights in describing its compliance and supervisory framework.
Based on Truist Advisory Services
Location
2286 Dave Lyte Boulevard
Rock Hill SC 29730
Advisors at this office
1
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