Steven Talley
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$77.4BFirm assets
Are you Steven Talley? Claim your profile
Contact this firm
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.Jan 2021 to now
- Truist Investment Services, IncJan 2021 to now
- Steven Talley dba TizzlyMar 2018 to now
- UberFeb 2019 to Jan 2020
- Santander Bank, NANov 2018 to Dec 2020
- Santander Securities, LLCNov 2018 to Dec 2020
- LPL FinancialJan 2017 to Oct 2018
- Trumark Financial Credit UnionJan 2017 to Oct 2018
- Santander Bank, NANov 2014 to Jan 2017
- Santander Securities, LLCNov 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5661308
- Firm CRD
- 283390