Andrew Meade Breasure
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- Truist Advisory Services, Inc.Nov 2022 to now
- TruistJul 2022 to now
- North Carolina State UniversityAug 2021 to Jul 2022
- The Ability ExperienceMay 2021 to Aug 2021
- Steward Wealth StrategiesFeb 2021 to May 2021
- North Carolina State UniversityAug 2020 to Feb 2021
- Morgan's Taven and GrillJun 2017 to Aug 2020
- Epiphany School of Global StudiesJul 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7334541
- Firm CRD
- 283390