Nicholas John Davy
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
4 statesRegistered 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
13 years in the industry.
- Truist Advisory Services, Inc.Apr 2021 to now
- Truist Advisroy Services, Inc.Feb 2021 to now
- Truist Investment Services, Inc.Feb 2021 to now
- Suntrust Advisory Services, IncJul 2020 to Feb 2021
- Suntrust Investment Services, IncJul 2020 to Feb 2021
- HSBC Bank USA, N.A.Aug 2016 to Jul 2020
- HSBC Securities (USA) Inc.Apr 2013 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 4 states (LA, NY, RI, 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
- 2843896
- Firm CRD
- 283390