Spiro Natsis
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$77.4BFirm assets
Are you Spiro Natsis? Claim your profile
Contact this firm
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 Investment Services, Inc.Sep 2024 to now
- Truist Advisory Services, Inc.Apr 2023 to now
- Truist Inestment Services, Inc.Apr 2023 to Sep 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Mar 2023
- Home DepotJun 2020 to Jun 2022
- Dealer Product ServicesMay 2017 to Aug 2017
- Libertyville Gymnastics AcademyFeb 2015 to May 2020
- Middle School North / Lake Zurich High SchoolJan 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7616398
- Firm CRD
- 283390