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Paul Michael Scaglione

Truist Advisory Services, Inc.

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About Paul Michael Scaglione

Paul Scaglione is a financial advisor with Truist Advisory Services, Inc. Paul has been in the industry since November 7, 1994 and has experience in portfolio management, financial planning and publication of periodicals. Paul is registered with FINRA and the state of Georgia. The advisor's prior experience includes working with Wells Fargo Clearing Services, LLC and SunTrust Investment Services, Inc. Paul can assist clients with a range of investment needs including portfolio management for both individuals and businesses.

Firm Information

Paul Scaglione 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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Paul Scaglione’s Registration & Firm History

GA

06/06/2024 - Present

Truist Advisory Services, Inc. (ATLANTA GA)

GA

03/22/2016 - 06/06/2024

WELLS FARGO CLEARING SERVICES, LLC (CANTON GA)

GA

08/12/2008 - 03/23/2016

SUNTRUST INVESTMENT SERVICES, INC. (MARIETTA GA)

GA

01/11/2006 - 08/04/2008

WACHOVIA SECURITIES, LLC (ALPHARETTA GA)

GA

06/15/2002 - 01/09/2006

WACHOVIA SECURITIES, LLC (ALPHARETTA GA)

NC

03/14/2001 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

GA

08/25/1999 - 01/30/2001

SYNOVUS SECURITIES, INC. (COLUMBUS GA)

NY

10/28/1998 - 08/23/1999

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

AL

10/07/1998 - 08/18/1999

SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)

GA

03/12/1998 - 10/07/1998

SUNTRUST SECURITIES, INC. (ATLANTA GA)

MA

01/01/1998 - 03/20/1998

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

10/11/1994 - 01/01/1998

NATIONSSECURITIES

FL

09/01/1994 - 09/22/1994

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 10/23/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Paul Michael Scaglione. Review regulatory record here.
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