Gregory Brett Richesin
Investment adviser representative at Truist Advisory Services, Inc.
19 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
19 years in the industry.
- Truist Advisory Services, Inc.Mar 2024 to now
- Truist Investment Services, IncMar 2024 to now
- Bank of America, N.A.Aug 2022 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Mar 2024
- Citigroup Global Markets IncAug 2007 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2749075
- Firm CRD
- 283390