Saint Augustine, FL 1850 Us Highway 1 S 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
1850 Us Highway 1 S
Saint Augustine FL 32084
Advisors at this office
3
Advisors at this office
Jared D
Series 66
St. Augustine, FL
Truist Advisory Services
Jared Dollar is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 26 years of industry experience and has worked with Truist Advisory Services since 2016 and Truist Investment Services since 2011. Outside of his advisory work, he has joint ownership of a condominium with his son. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.
Christopher H
CFA®, Series 63
Saint Augustine, FL
Truist Advisory Services
Christopher Hett is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been employed with SunTrust Bank since 2006. He is based in Saint Augustine, Florida. 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 asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies.
Anthony V
Series 63, Series 66
Saint Augustine, FL
Truist Advisory Services
Anthony Vignali is a financial advisor with Truist Advisory Services in Saint Augustine, FL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Truist Advisory Services in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.
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