Patrick Thomas Culhane
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Truist Advisory Services, Inc.Jan 2019 to now
- Truist Investment Services, Inc.Jan 2019 to now
- Bb&t Securities, LLCJan 2018 to Jan 2019
- Bb&tMar 2017 to Jan 2019
- BbtisMar 2017 to Jan 2019
- Suntrust Advisory ServicesSep 2016 to Mar 2017
- Suntrust Investment Services, IncSep 2015 to Mar 2017
- Suntrust BankDec 2013 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, 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
- 6553818
- Firm CRD
- 283390