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Tierra Tanisha Rose

Investment adviser representative at Truist Advisory Services, Inc.
13 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

13 years in the industry.

  1. Truist Advisory Services, Inc.Sep 2018 to now
  2. Truist Investment Services, Inc.Aug 2018 to now
  3. T. Rose Properties LLCFeb 2013 to now
  4. Suntrust Investment Services,inc.Jun 2017 to Aug 2018
  5. Charles Schwab & Co., Inc.Jun 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2019

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
5528414
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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