Jose Fincheltub
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Oct 2023 to now
- Truist Advsiory Services, IncOct 2023 to now
- Truist Investment Services, IncOct 2023 to now
- Morgan Stanley Private Bank, N.A.Apr 2016 to Oct 2023
- Morgan Stanley Smith Barney LLCMar 2016 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2003
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
- 4706738
- Firm CRD
- 283390