Dara Abraham
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.Jan 2025 to now
- Truist Investment Services, IncOct 2024 to now
- Sanford C. Bernstein & Co., LLCMay 2022 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Apr 2022
- Seminole Hard RockJul 2019 to Jun 2020
- Integrity Express LogisticsApr 2019 to Jun 2020
- Robert HalfJul 2018 to Mar 2019
- 717 SouthMay 2017 to Jun 2019
- The University of TampaAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
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
- 7221067
- Firm CRD
- 283390