David Scott Yuschak
Investment adviser representative at Truist Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
CFADesignation
$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
16 years in the industry.
- Truist Advisory Services, Inc.Feb 2021 to now
- Suntrust Advisory ServicesNov 2016 to Feb 2021
- Suntrust BankNov 2010 to Feb 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6729514
- Firm CRD
- 283390