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Douglas James Dalmedo

Truist Advisory Services, Inc.

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About Douglas James Dalmedo

Douglas Dalmedo has been in the financial industry since 1995. Currently, Douglas Dalmedo is registered with Truist Advisory Services, Inc. in New York. Douglas Dalmedo has also been previously registered with Wells Fargo Clearing Services, LLC, Wachovia Securities, LLC, Lehman Brothers Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., Dean Witter Reynolds Inc., Fidelity Brokerage Services, Inc., and Ladenburg, Thalmann & Co., Inc. Douglas Dalmedo has passed the Series 7, Series 63, Series 66, and SIE exams. Douglas Dalmedo is licensed in California, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina.

Firm Information

Douglas Dalmedo 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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Douglas Dalmedo’s Registration & Firm History

NY

07/29/2022 - Present

Truist Advisory Services, Inc. (NEW YORK NY)

NY

04/18/2011 - 07/27/2022

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NY

01/10/2008 - 07/03/2008

WACHOVIA SECURITIES, LLC (NEW YORK NY)

NY

07/10/2006 - 12/07/2007

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

10/20/2004 - 07/18/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)

NY

03/28/2001 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

04/16/1999 - 03/29/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

RI

02/17/1994 - 04/30/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NY

09/22/1992 - 11/22/1993

LADENBURG, THALMANN & CO., INC. (NEW YORK NY)

NY

07/16/1992 - 12/17/1992

A.J. MICHAELS & CO., LTD. (HAUPPAUGE NY)

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Licenses & Designations

BOTH

Issued 07/07/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Douglas James Dalmedo. Review regulatory record here.
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