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Leonardo Toledo

Truist Advisory Services, Inc.

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About Leonardo Toledo

Leonardo Toledo is a financial advisor in Columbia, Maryland. Leonardo is registered with Truist Advisory Services, Inc. Leonardo has been in the industry for 11 years, and holds licenses in 53 states and the District of Columbia. Leonardo has 2 product licenses (Series 7TO and SIE), 1 state exam (Series 66) and 1 principal exam (Series 24). Leonardo has been registered with Truist Advisory Services, Inc. since 2021. Before joining Truist Advisory Services, Inc. Leonardo was previously with Truist Investment Services, Inc. and SunTrust Investment Services, Inc.

Firm Information

Leonardo Toledo 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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Leonardo Toledo’s Registration & Firm History

MD

10/15/2021 - Present

Truist Advisory Services, Inc. (COLUMBIA MD)

MD

03/14/2020 - 06/18/2021

TRUIST INVESTMENT SERVICES, INC. (COLUMBIA MD)

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Licenses & Designations

BOTH

Issued 06/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2024

Series 24 - General Securities Principal Examination

BC

Issued 03/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonardo Toledo.
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