Oliver Surprenant
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Truist Advisory Services, Inc.Apr 2026 to now
- Truist Investment Services, IncApr 2026 to now
- Wells Fargo Clearing Services, LLCAug 2022 to Apr 2026
- Truist Advisory Services, Inc.Feb 2021 to Aug 2022
- Truist Investment Services, Inc.Feb 2021 to Aug 2022
- Bb&t BankFeb 2017 to Feb 2021
- Bb&t Securities, LLCFeb 2017 to Apr 2019
- JMS Builders Developers Inc.Feb 2017 to Mar 2019
- Northwestern Mutual Investment Services LLCApr 2016 to Feb 2017
- Northwestern Mutual Life Insurance CompanySep 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 6483895
- Firm CRD
- 283390