Pedro paulo Pessoa saraiva Lourenco
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Truist Investment Services, Inc.Jan 2023 to now
- Truist Advisory Services, Inc.Oct 2019 to now
- Suntrust Advisory Services, Inc.Jul 2019 to Apr 2022
- Suntrust BankJul 2019 to Apr 2022
- First Quadrant,L.P.Jun 2016 to Jul 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 6032383
- Firm CRD
- 283390