Gregory Viejo
Investment adviser representative at Truist Advisory Services, Inc.
15 yearsExperience
1 stateRegistered in
CFADesignation
$77.4BFirm assets
Are you Gregory Viejo? Claim your profile
Contact this firm
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
15 years in the industry.
- Truist Advisory Services, Inc.Oct 2023 to now
- Truist Investment Services, Inc.Oct 2023 to now
- Comerica SecuritiesAug 2022 to Oct 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2022
- Wells Fargo Bank, N.A.Jun 2011 to Aug 2022
- Wells Fargo Advisors LLCJun 2011 to Nov 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4168971
- Firm CRD
- 283390