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Nicholas G Dibona

Investment adviser representative at Truist Advisory Services, Inc.
11 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

11 years in the industry.

  1. Truist Advisory Services, Inc.Apr 2025 to now
  2. Truist Investment Services, IncApr 2025 to now
  3. Bank of America, N.AJun 2022 to Apr 2025
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Apr 2025
  5. Parda Credit UnionMay 2016 to Mar 2022
  6. Lander UniversityAug 2015 to Dec 2021

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
7529474
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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