Sarah Wigbels Welch
Investment adviser representative at Truist Advisory Services, Inc.
11 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
11 years in the industry.
- Truist Investment Services, Inc.Nov 2021 to now
- Truist Advisory Services, Inc.Feb 2020 to now
- Self Employed- Blue Chip Green CleaningJun 2015 to now
- Suntrust Advisory Services, IncFeb 2020 to Nov 2021
- Suntrust Investment Services IncOct 2018 to Nov 2021
- Suntrust BankOct 2018 to Feb 2021
- Suntrust MortgageJul 2017 to Oct 2018
- Primary Capital MortgageDec 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
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
- 4632986
- Firm CRD
- 283390