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Robert Irwin

Truist Securities, Inc.

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About Robert Irwin

Robert Irwin is a financial professional with over 30 years of experience in the industry. Robert is currently registered with Truist Securities, Inc. in Washington, DC. Robert has previously held positions at Credit Suisse Securities (USA) LLC, J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., Bear, Stearns & Co. Inc., Deutsche Banc Alex. Brown Inc., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.

Firm Information

Robert Irwin 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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Robert Irwin’s Registration & Firm History

DC

06/30/2023 - Present

Truist Securities, Inc. (WASHINGTON DC)

NY

09/11/2012 - 04/07/2023

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

NY

10/01/2008 - 09/26/2012

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

06/02/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/03/2001 - 06/02/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

06/14/1999 - 03/08/2001

DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)

MD

09/01/1997 - 06/14/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

07/30/1992 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BC

Issued 10/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2001

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 07/24/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/27/1992

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Irwin.
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