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Dean Joseph Mandanici

Truist Advisory Services, Inc.

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About Dean Joseph Mandanici

Dean Mandanici is a financial advisor with Truist Advisory Services, Inc. with over 30 years of experience in the industry. Dean has been registered with the Securities and Exchange Commission (SEC) since 2012 and has held various positions at several firms including U.S. Bancorp Investments, Inc., CCO Investment Services Corp., and Northwestern Mutual Investment Services, LLC. Dean specializes in portfolio management for businesses and individuals, financial planning, and publication of periodicals. Dean's experience and expertise make him a valuable resource for clients seeking financial guidance.

Firm Information

Dean Mandanici is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dean Mandanici’s Registration & Firm History

FL

11/13/2024 - Present

Truist Advisory Services, Inc. (SAINT AUGUSTINE FL)

OH

12/03/2012 - 06/29/2020

U.S. BANCORP INVESTMENTS, INC. (BROOKLYN OH)

OH

08/05/2010 - 12/03/2012

CCO INVESTMENT SERVICES CORP. (FAIRLAWN OH)

OH

01/06/2005 - 07/16/2010

U.S. BANCORP INVESTMENTS, INC. (AKRON OH)

WI

02/10/1999 - 01/07/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

02/10/1999 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MA

08/04/1998 - 01/04/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/04/1998 - 01/04/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

01/28/1988 - 12/23/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/28/1988 - 12/23/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/17/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/03/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Joseph Mandanici.
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