Nathaniel Perry Crosby
Investment adviser representative at Truist Advisory Services, Inc.
26 yearsExperience
3 statesRegistered 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
26 years in the industry.
- Truist Advisory Services, Inc.Feb 2021 to now
- Truist Investment Services, Inc.Feb 2021 to now
- Greenville Technical SchoolJun 2004 to now
- Greenville East Real EstateJun 2000 to now
- Bb&t Securities, LLCJan 2013 to Feb 2021
- Scott & StringfellowOct 2012 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (LA, SC, TX).
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
- 5273605
- Firm CRD
- 283390