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William J.t. Repath

Truist Advisory Services, Inc.

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About William J.t. Repath

William J.t. Repath is an investment advisor representative for Truist Advisory Services, Inc. William has been in the industry since 2001. William is registered to provide investment advice in Florida. William is a Series 7, 63 and 65 licensed professional. William has been with Truist Advisory Services, Inc. since December 2016. William was previously associated with Ferris, Baker Watts Incorporated, Brown Advisory Securities, LLC and Deutsche Bank Securities Inc. William offers financial planning, portfolio management for individuals and businesses and publication of periodicals services. William has worked for GenSpring Family Offices and SunTrust Advisory Services.

Firm Information

William Repath 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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William Repath’s Registration & Firm History

FL

12/01/2016 - Present

Truist Advisory Services, Inc. (JUPITER FL)

MD

12/12/2006 - 04/29/2008

MAXIM GROUP LLC (BALTIMORE MD)

MD

07/28/2004 - 12/19/2006

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

MD

01/09/2003 - 07/09/2004

BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)

NY

10/23/2001 - 01/07/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/18/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William J.t. Repath.
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