Keith Andrew O'brien
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.Oct 2022 to now
- Truist Investment Services,incOct 2022 to now
- Royal Alliance Associates, Inc.Jan 2022 to Jan 2022
- UnemployedApr 2021 to Oct 2022
- Bank of Charles TownApr 2020 to Apr 2021
- LPL Financial LLCApr 2020 to Apr 2021
- UnemployedJan 2020 to Mar 2020
- Atlantic Union BankMay 2019 to Jan 2020
- Raymond James Financial Services Advisors, Inc.May 2019 to Jan 2020
- Raymond James Financial Services, Inc.May 2019 to Jan 2020
- Union Bank & TrustMay 2019 to Jan 2020
- Access National BankMar 2017 to May 2019
- LPL FinancialFeb 2013 to May 2019
- Middleburg BankDec 2003 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
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
- 4008286
- Firm CRD
- 283390