Anthony Thomas Uvari
Investment adviser representative at Truist Advisory Services, Inc.
16 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
16 years in the industry.
- Truist Advisory Services, Inc.Dec 2022 to now
- Truist Investment Services Inc.Dec 2022 to now
- Wells Fargo Bank, NAMar 2020 to Dec 2022
- Wells Fargo Clearing Services, LLCMar 2020 to Dec 2022
- Purepoint FinancialMar 2018 to Mar 2020
- J.P. Morgan Securities LLCOct 2012 to Mar 2018
- JP Morgan Chase BankMay 2010 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 5804636
- Firm CRD
- 283390