Ali Mahbod
Investment adviser representative at Truist Advisory Services, Inc.
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Truist Investment Services, Inc.Jan 2026 to now
- Truist Advisory Services, Inc.Jun 2020 to now
- United States Soccer FederationSep 2004 to now
- Suntrust Advisory Services, Inc.May 2020 to Dec 2025
- Suntrust Investment Services, Inc.May 2020 to Dec 2025
- MavsJan 2019 to Jun 2020
- Smartpath Inc.Sep 2018 to Jun 2019
- E*trade Capital Management LLCJun 2015 to May 2018
- E*trade Securities LLCJun 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5879992
- Firm CRD
- 283390