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Sal Gianfortune

Truist Advisory Services, Inc.

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About Sal Gianfortune

Sal Gianfortune is a financial advisor with Truist Advisory Services, Inc., a registered investment advisor with the Securities and Exchange Commission (SEC). Sal has been in the financial services industry since 1993. Sal is registered as an investment advisor in Florida, Louisiana and Texas. Sal Gianfortune is also registered as a broker-dealer in 28 states and is licensed to provide financial planning and portfolio management services for individuals and businesses. Sal is committed to helping clients reach their financial goals.

Firm Information

Sal Gianfortune 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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Sal Gianfortune’s Registration & Firm History

FL

03/06/2023 - Present

Truist Advisory Services, Inc. (MERRITT ISLAND FL)

FL

04/22/2010 - 08/04/2016

PNC INVESTMENTS (INDIALANTIC FL)

FL

11/15/2004 - 04/07/2010

SUNTRUST INVESTMENT SERVICES, INC. (COCOA FL)

NY

11/15/2001 - 10/06/2004

BNY INVESTMENT CENTER INC. (NEW YORK NY)

NY

08/22/2001 - 10/31/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

IL

06/30/2000 - 08/22/2001

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

CA

07/05/2000 - 09/13/2000

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NJ

03/05/1993 - 06/26/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 10/01/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 02/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1998

Series 7 - General Securities Representative Examination

BC

Issued 03/03/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sal Gianfortune. Review regulatory record here.
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