Wesley Shade
Investment adviser representative at Truist Advisory Services, Inc.
24 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
24 years in the industry.
- Truist Advisory Services, Inc.Jan 2024 to now
- Truist Investment Services, Inc.Nov 2023 to now
- First Citizens Investor ServicesMay 2022 to Nov 2023
- Full Time EducationAug 2021 to May 2022
- Triangle ConcreteMay 2021 to Aug 2021
- Full Time EducationAug 2019 to May 2021
- Dick's Sporting GoodsJan 2019 to Aug 2019
- Full Time StudentAug 2002 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7566139
- Firm CRD
- 283390