Stephen F Selby
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
2 statesRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Stephen F Selby? 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
10 years in the industry.
- Truist Advisory Services, Inc.May 2026 to now
- Truist Investment Services, Inc.May 2026 to now
- UnemployedDec 2025 to Apr 2026
- Cetera Investment Advisers LLCSep 2025 to Nov 2025
- Cetera Financial Specialists LLCAug 2024 to Nov 2025
- Cetera Investment Services LLCAug 2024 to Nov 2025
- Cetera Wealth Services, LLCAug 2024 to Nov 2025
- Cetera Advisors LLCAug 2023 to Nov 2025
- Avantax Advisory ServicesJul 2021 to Sep 2025
- Avantax Investment Services, Inc.Jul 2021 to Sep 2025
- Wells FargoApr 2021 to Jun 2021
- UnemployedOct 2020 to Apr 2021
- Voya Financial Advisors, Inc.Nov 2019 to Oct 2020
- UnemployedDec 2018 to Nov 2019
- SymetraMay 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 2496208
- Firm CRD
- 283390