Joseph Cummings Levi
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
2 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
10 years in the industry.
- Truist Advisory Services, Inc.Oct 2020 to now
- Suntrust Advisoy IncOct 2020 to now
- Suntrust Investment Services, IncOct 2020 to now
- JPMorgan Chase Bank NAApr 2018 to Oct 2020
- JPMorgan Securities LLCApr 2018 to Oct 2020
- Synovus BankAug 2016 to Apr 2018
- Synovus Securities, Inc.Aug 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 2955068
- Firm CRD
- 283390