Michael Bryant Fernandini
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Sep 2024 to now
- Truist Investment Services, Inc.Jul 2024 to now
- Charles Schwab & Co., Inc.Mar 2023 to Jun 2024
- Coldwell Banker RealtyApr 2022 to Apr 2023
- Amerivest RealtySep 2019 to Apr 2022
- UnemployedJan 2019 to Sep 2019
- Coach New YorkJan 2018 to Jan 2019
- Full-time EducationAug 2017 to Jan 2019
- Cvs PharmacyJan 2017 to Jul 2017
- AdidasMar 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7700612
- Firm CRD
- 283390