Alessandro Cicinelli tobia
Investment adviser representative at Truist Advisory Services, Inc.
15 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
15 years in the industry.
- Truist Advisory Services, Inc.Apr 2022 to now
- UnemployedDec 2020 to Apr 2022
- CitibankFeb 2019 to Dec 2020
- Florida International UniversitySep 2017 to Feb 2019
- Keeping Your BookJul 2017 to Sep 2017
- Market Storm GlobalMay 2017 to Jul 2017
- Florida International UniversityApr 2011 to May 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 1 state (FL).
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
- 7533131
- Firm CRD
- 283390