Zachary Paul Villavicencio
Investment adviser representative at Truist Advisory Services, Inc.
16 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
16 years in the industry.
- Truist Advisory Services, Inc.May 2025 to now
- Truist Investment Services, Inc.May 2025 to now
- CitigroupAug 2020 to May 2025
- Bank of America, N.A.Jul 2019 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Aug 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2019
- Wells Fargo Advisors, LLCJan 2013 to Nov 2016
- Wells Fargo Bank NAOct 2010 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
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
- 6157110
- Firm CRD
- 283390