Perry Liao Huang
Investment adviser representative at Truist Advisory Services, Inc.
12 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
12 years in the industry.
- Truist Advisory Services, Inc.Jun 2023 to now
- First Republic Investment Management, IncNov 2022 to May 2023
- First Republic Securities Company, LLCNov 2022 to May 2023
- UBS Financial Services Inc.Oct 2019 to Nov 2022
- Golden Houston OptometryOct 2017 to Mar 2020
- University of HoustonAug 2017 to May 2019
- Extended TravelMar 2017 to Sep 2017
- Roberthalf InternationalMar 2017 to Mar 2017
- The Woodlands Resort and Conference CenterMay 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7180210
- Firm CRD
- 283390