William Schandorf Twum
Investment adviser representative at Truist Advisory Services, Inc.
12 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
12 years in the industry.
- Truist Advisory Services, Inc.Mar 2023 to now
- Truist Investment Services Inc.Mar 2023 to now
- Wells Fargo Clearing Services, LLCFeb 2020 to Mar 2023
- Wells Fargo Bank, NAJan 2020 to Mar 2023
- JP Morgan Securities LLCSep 2019 to Jan 2020
- JP Morgan Securities LLCJun 2014 to Apr 2019
- JPMorgan Chase BankMay 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5335668
- Firm CRD
- 283390