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Gerald Robert Wiant

Truist Securities, Inc.

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About Gerald Robert Wiant

Gerald Robert Wiant is a financial professional with over 25 years of experience in the industry. Gerald has a strong background in investment banking and securities trading, having worked for several prominent firms, including Lehman Brothers Inc., Prudential Securities Incorporated, Citigroup Global Markets Inc., RBC Capital Markets, LLC, Lazard Freres & Co. LLC, Credit Suisse Securities (USA) LLC and BOFA Securities, Inc. Gerald is currently a registered representative with Truist Securities, Inc., where he specializes in providing financial advice and investment services to clients.

Firm Information

Gerald Wiant is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

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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Gerald Wiant’s Registration & Firm History

NY

06/12/2023 - Present

Truist Securities, Inc. (NEW YORK NY)

NY

09/25/2020 - 05/23/2023

BOFA SECURITIES, INC. (NEW YORK NY)

NY

08/21/2019 - 08/31/2020

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

08/15/2017 - 07/25/2019

LAZARD FRERES & CO. LLC (NEW YORK NY)

NY

07/16/2009 - 05/17/2017

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

09/15/2006 - 08/05/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

04/24/1999 - 09/07/2006

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

03/31/1998 - 03/18/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/15/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gerald Robert Wiant.
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