Chancey Zifko
Investment adviser representative at Truist Advisory Services, Inc.
19 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
19 years in the industry.
- Truist Advisory Services, Inc.Apr 2026 to now
- Truist Investment Services, IncApr 2026 to now
- Fifth Third BankFeb 2024 to Mar 2026
- Fifth Third SecuritiesFeb 2024 to Mar 2026
- Wells Fargo Bank, NAJan 2024 to Feb 2024
- Wells Fargo Clearing Services, LLCJan 2024 to Feb 2024
- UnemployedOct 2023 to Jan 2024
- Truist Advisory Services, Inc.Feb 2021 to Sep 2023
- Truist Investment Services, Inc.Feb 2021 to Sep 2023
- Bb&tJan 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t InvestmentsJul 2017 to Feb 2021
- Bb&t Investment Services, Inc.Dec 2012 to Jul 2017
- Bb&t BankSep 2007 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6148826
- Firm CRD
- 283390