Sara A Piekutowski
Investment adviser representative at Truist Advisory Services, Inc.
12 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
12 years in the industry.
- Truist Advisory Services, Inc.May 2026 to now
- Truist Invesment Services, IncAug 2024 to now
- UnemployedApr 2024 to Aug 2024
- SpotonJun 2022 to Apr 2024
- UnemployedFeb 2022 to Jun 2022
- Disys/wells FargoFeb 2020 to Feb 2022
- UnemployedSep 2019 to Feb 2020
- JPMorgan ChaseMar 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4117164
- Firm CRD
- 283390