Hannah Cheyenne Smith
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Truist Investment Services, Inc.Oct 2022 to now
- Truist Advisory Services, Inc.Sep 2021 to now
- Truist Invesment Services, Inc.Jul 2021 to Oct 2022
- Beneficial InvestmentsAug 2020 to May 2021
- Robinson & Stith InsuranceMay 2020 to Aug 2020
- University of South CarolinaAug 2017 to May 2020
- New Bern High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7407722
- Firm CRD
- 283390