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Brianna Pedraza

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.

  1. Truist Advisory Services, Inc.Jun 2025 to now
  2. Truist Investment ServicesNov 2021 to now
  3. Fidelity InvestmentsJun 2021 to Oct 2021
  4. College of Charleston- School of BusinessJan 2021 to May 2021
  5. Cummings Wealth Management GroupJan 2021 to Apr 2021
  6. Full Time EducationApr 2020 to Jan 2021
  7. College of Charleston: School of BusinessJan 2020 to Apr 2020
  8. Full Time EducationJun 2018 to Jan 2020
  9. Meeting Street Schools - BrentwoodJun 2018 to Jun 2018
  10. UnemployedJun 2011 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (SC).

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
7332216
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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