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Dipanwita Das

Truist Advisory Services, Inc.

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About Dipanwita Das

Dipanwita Das is a financial professional with experience in the financial services industry. Dipanwita currently works as a Registered Representative and Investment Advisor Representative at Truist Advisory Services, Inc. Previously, Dipanwita worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, HSBC Securities (USA) Inc., Equitable Advisors, LLC, and J.P. Morgan Securities LLC. Dipanwita holds the Series 6, 7, 63 and 66 licenses and the SIE exam. Dipanwita specializes in providing financial advice and portfolio management services for individuals and businesses.

Firm Information

Dipanwita Das 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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Dipanwita Das’s Registration & Firm History

NJ

05/28/2024 - Present

Truist Advisory Services, Inc. (EWING NJ)

NJ

03/09/2023 - 05/20/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)

NY

08/24/2022 - 02/16/2023

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NY

06/15/2021 - 06/10/2022

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

12/07/2020 - 04/02/2021

EQUITABLE ADVISORS, LLC (NEW YORK NY)

NY

02/23/2018 - 09/24/2020

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NJ

09/30/2016 - 02/07/2018

J.P. MORGAN SECURITIES LLC (MORRIS PLAINS NJ)

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Licenses & Designations

BOTH

Issued 10/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dipanwita Das.
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