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Timothy Michael Judge

Investment adviser representative at Truist Advisory Services, Inc.
10 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

10 years in the industry.

  1. Truist Advisory Services, Inc.Feb 2021 to now
  2. Truist Investment Services, Inc.Feb 2021 to now
  3. Bb&t SecuritiesDec 2019 to Feb 2021
  4. First Citizens Investor ServicesFeb 2018 to Nov 2019
  5. First Citizens BankMay 2016 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
6338477
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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