Nayelin Marie Menendez
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.
- Truist Advisory Services, Inc.Aug 2023 to now
- Truist BankAug 2023 to now
- Truist Investment Services, IncAug 2023 to now
- Truist BankAug 2022 to Jul 2023
- Truist Investment Services, IncJun 2021 to Aug 2022
- Truist Advisory Services, IncJun 2020 to Jun 2021
- Truist BankJun 2020 to Jun 2021
- Truist Investment Services, I Nc.Jun 2020 to Jun 2021
- Suntrust Advisory Services, IncOct 2019 to Jun 2020
- Sun Trust Investment ServicesAug 2019 to Jun 2020
- Sun Trust BankJul 2019 to Jun 2020
- Not EmployedJun 2019 to Jun 2019
- Wells FargoNov 2018 to May 2019
- University of FloridaAug 2018 to Oct 2018
- PNC Financial ServicesMay 2018 to Aug 2018
- Wells FargoOct 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7127918
- Firm CRD
- 283390