Daniel Scott Forrester
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Truist Advisory Services, Inc.Jun 2021 to now
- Truist Investment Service IncJun 2021 to now
- Raymond James FinancialJan 2019 to May 2021
- Raymond James & AssociatesNov 2018 to May 2021
- Morgan StanleyAug 2018 to Nov 2018
- Morgan Stanley Private Bank, N.A.Aug 2018 to Nov 2018
- Fidelity Brokerage Services LLCJan 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2323960
- Firm CRD
- 283390