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Edward Michael Schailler

Truist Advisory Services, Inc.

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About Edward Michael Schailler

Edward Michael Schailler is an investment advisor representative at Truist Advisory Services, INC. Edward has been in the financial industry since 1991. Edward is a registered investment advisor representative in Florida and Georgia. Edward has extensive experience in the financial services industry, working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Edward has a strong understanding of the investment markets and a commitment to providing his clients with personalized financial advice. Edward holds the Series 4, Series 7, Series 9, Series 10, Series 24, Series 52, Series 63, and Series 65 securities licenses. He is also a FINRA arbitrator. Edward is a graduate of the University of North Carolina at Chapel Hill.

Firm Information

Edward Schailler is currently registered with Truist Advisory Services, Inc.. TRUIST ADVISORY SERVICES, INC. is an investment advisor registered with the SEC and headquartered in Atlanta, Georgia. They serve individuals, high-net-worth individuals, corporations, charitable organizations, and other client types. They offer financial planning, portfolio management, and other services. The firm has approximately 2,079 investment advisor representatives and $61.37 billion in regulatory assets under management.
Truist Advisory Services, Inc.

401 E JACKSON ST

TAMPA, FL 33602

$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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Edward Schailler’s Registration & Firm History

FL

06/14/2017 - Present

Truist Advisory Services, Inc. (TAMPA FL)

FL

03/10/2015 - 06/01/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

03/03/2015 - 06/01/2017

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NC

02/20/2013 - 05/06/2014

PINNACLE CAPITAL MARKETS, LLC (RALEIGH NC)

FL

12/04/2012 - 02/19/2013

ASHTON STEWART & CO., INC. (MIAMI FL)

NC

09/09/2010 - 12/07/2010

VALUED FINANCIAL (RALEIGH NC)

NC

03/09/2009 - 06/04/2010

ASHTON GARNETT SECURITIES, LLC (RALEIGH NC)

NC

08/06/2003 - 03/27/2009

VANTAGE SECURITIES, INC. (RALEIGH NC)

NY

01/24/2000 - 01/02/2003

H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)

NY

10/10/1997 - 12/09/1999

ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)

ME

03/29/1996 - 08/06/1997

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

PA

03/09/1994 - 03/27/1996

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

NY

06/17/1992 - 02/23/1993

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

NJ

12/05/1989 - 03/25/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

12/05/1989 - 03/25/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

RI

01/01/1988 - 03/15/1989

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 6/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/6/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/19/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 4/11/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 3/6/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/29/2016

Series 4 - Registered Options Principal Examination

BC

Issued 6/28/2008

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/16/1992

Series 7 - General Securities Representative Examination

BC

Issued 12/28/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Michael Schailler.
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