Carl Albert Modecki
Investment adviser representative at Truist Advisory Services, Inc.
14 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
14 years in the industry.
- Truist Advisory Services, Inc.Aug 2026 to now
- Truist Investment Services, Inc.Aug 2026 to now
- First Citizens Investor ServicesNov 2023 to Aug 2026
- Texas Mid-atlantic LLCMay 2022 to Oct 2023
- Wells Fargo Bank, NAFeb 2020 to May 2022
- Wells Fargo Clearing Services, LLCFeb 2020 to May 2022
- Private Investor and VolunteerAug 2019 to Jan 2020
- Citigroup Global MarketsDec 2012 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4450439
- Firm CRD
- 283390