Daniel Robert Huth
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
2 statesRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Daniel Robert Huth? 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
14 years in the industry.
- Truist Advisory Services, Inc.Dec 2023 to now
- Truist Investment Services, Inc.Dec 2023 to now
- M&t Securities, Inc.May 2023 to Dec 2023
- M&t BankOct 2020 to Dec 2023
- M&t Securities, Inc.Oct 2020 to Jun 2021
- UBS Financial Services Inc.Jul 2012 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NC, NJ).
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
- 4902571
- Firm CRD
- 283390