Andreia G Nimara
Investment adviser representative at Truist Advisory Services, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$77.4BFirm assets
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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
17 years in the industry.
- Truist Advisory Services, Inc.May 2026 to now
- Truist Investment Services, Inc.May 2026 to now
- Bank of America, NAOct 2021 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 to May 2026
- Wells Fargo Clearing Services, LLCApr 2017 to Oct 2021
- Bank of America, N.A.Dec 2009 to Apr 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5195419
- Firm CRD
- 283390