Adam Paul Canevazzi
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Adam Paul Canevazzi? 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
11 years in the industry.
- Truist Advisory Services, Inc.Dec 2022 to now
- Cetera Investment Advisers LLCAug 2019 to Dec 2022
- Cetera Investment Services LLCAug 2019 to Dec 2022
- First National Bank of PaDec 2017 to Dec 2022
- PNC BankJan 2015 to Dec 2017
- PNC InvestmentsJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5825862
- Firm CRD
- 283390