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Robert Scott Reich

Truist Advisory Services, Inc.

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About Robert Scott Reich

Robert Reich is a financial advisor at Truist Advisory Services, Inc., a firm with over 2000 registered representatives, based in Atlanta, Georgia. Robert holds the Series 65, 63, 7, and 31 licenses. Robert has been a financial advisor since 1995, and he provides portfolio management for individuals and businesses, along with financial planning services. Robert also has extensive experience with the Uniform Investment Adviser Law Examination and Uniform Securities Agent State Law Examination.

Firm Information

Robert Reich 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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Robert Reich’s Registration & Firm History

FL

06/14/2016 - Present

Truist Advisory Services, Inc. (CORAL GABLES FL)

NY

08/20/1998 - 05/25/2000

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

11/14/1995 - 09/02/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

VA

07/13/1995 - 08/18/1997

DMG SECURITIES, INC. (GREAT FALLS VA)

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Licenses & Designations

IA

Issued 11/30/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 07/12/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Scott Reich.
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