Anibal Alvarado
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.
- Truist Advisory Services, Inc.Jan 2026 to now
- Truist Investment Services, IncJan 2026 to now
- Titl Tech CompantAug 2024 to Jan 2026
- Fidelity InvestmentsJul 2021 to Aug 2024
- Wells Fargo Bank, NAJul 2019 to Jul 2021
- Wells Fargo Clearing Services, LLCJul 2019 to Jul 2021
- CitigroupNov 2013 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2026
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
- 5530299
- Firm CRD
- 283390