Colin Ducharme
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
13 years in the industry.
- Truist Advisory Services, Inc.Feb 2026 to now
- Truist Investment Services, IncJan 2026 to now
- Truist Advisory Service, IncFeb 2026 to Feb 2026
- HomemakerDec 2025 to Dec 2025
- Sterling Capital ManagermentJan 2013 to Nov 2025
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5570104
- Firm CRD
- 283390