Joseph Di vincenzo
Investment adviser representative at Truist Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Truist Advisory Services, Inc.Jun 2017 to now
- Suntrust Advisory Services, Inc.Jun 2017 to now
- Suntrust BankMay 2017 to now
- Suntrust Investment Services, Inc.May 2017 to now
- USAA Financial Advisors, IncJun 2010 to May 2017
- USAA Financial Planning ServicesJun 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5812625
- Firm CRD
- 283390