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Julia Anne Siterlet

Truist Advisory Services, Inc.

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About Julia Anne Siterlet

Julia Siterlet is an investment advisor representative who has been in the industry since 1998. Currently, Julia works at Truist Advisory Services, Inc. and is registered in both Tennessee and Texas. Julia has prior experience with UBS Securities LLC, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. She offers a wide range of financial services including portfolio management for individuals and businesses, financial planning, and selection of other advisors.

Firm Information

Julia Siterlet 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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Julia Siterlet’s Registration & Firm History

TN

09/06/2023 - Present

Truist Advisory Services, Inc. (BRENTWOOD TN)

NY

10/04/2016 - 05/02/2023

UBS SECURITIES LLC (NEW YORK NY)

NJ

10/04/2016 - 09/14/2020

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

TN

02/11/2011 - 07/11/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)

TN

06/01/2009 - 04/28/2010

MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)

TN

10/23/1997 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)

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Licenses & Designations

IA

Issued 09/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/09/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 10/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Anne Siterlet.
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