Estrellita Ducella Zamora
Investment adviser representative at Truist Advisory Services, Inc.
20 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Estrellita Ducella Zamora? Claim your profile
Contact this firm
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
20 years in the industry.
- Truist Advisory Services, Inc.Apr 2023 to now
- Truist Investment Services Inc.Apr 2023 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2023
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
- Wachovia Bank, N.A.May 2006 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 2389333
- Firm CRD
- 283390