Leonardo Toledo
Investment adviser representative at Truist Advisory Services, Inc.
17 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
17 years in the industry.
- Truist Advisory Services, Inc.Sep 2021 to now
- Truist Investment Services, Inc.Sep 2021 to now
- Deloitte Tax, LLPAug 2021 to Sep 2021
- Suntrust Investment Services, Inc.Dec 2019 to Jun 2021
- TD BankJul 2018 to Nov 2019
- Suntrust BankFeb 2018 to Jul 2018
- Student Full TimeSep 2009 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7199880
- Firm CRD
- 283390