Caroline Long Thomas
Investment adviser representative at Truist Advisory Services, Inc.
12 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
12 years in the industry.
- Truist Advisory Services, Inc.Oct 2023 to now
- Truist Investment Services, IncMay 2023 to now
- Truist Financial CorporationJul 2022 to Apr 2023
- UnemployedJun 2022 to Jun 2022
- Wps Health SolutionsMay 2021 to May 2022
- Fn AmericaMay 2020 to Aug 2020
- Alter'd StateNov 2018 to Jan 2021
- University of South CarolinaAug 2018 to May 2022
- Camp MarymountMay 2017 to Aug 2019
- Oak HallNov 2016 to Jan 2018
- Father Ryan High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
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
- 7735110
- Firm CRD
- 283390