Samuel John Grelck
Investment adviser representative at Truist Advisory Services, Inc.
13 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
13 years in the industry.
- Truist Advisory Services, Inc.Sep 2021 to now
- Truist Investment Services, Inc.Jul 2021 to Sep 2022
- DoordashFeb 2021 to Mar 2021
- Capital GroupJun 2020 to Aug 2020
- Schedule-popMay 2018 to Sep 2019
- College TruckersOct 2017 to May 2021
- University of North Carolina At Chapel HillAug 2017 to May 2021
- North Ridge Country ClubJun 2017 to Aug 2017
- Cardinal Gibbons High SchoolAug 2013 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 7263433
- Firm CRD
- 283390