Nicholas R Patterson
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
2 statesRegistered 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.Jun 2025 to now
- Truist Investment Services, Inc.May 2024 to now
- Part Time EducationAug 2023 to May 2024
- Truist Investment Services, Inc.May 2023 to Aug 2023
- Full Time EducationAug 2022 to May 2023
- Co-op Sullivan'sMay 2022 to Aug 2022
- Full Time EducationAug 2021 to May 2022
- CO Op SullivansJan 2021 to Aug 2021
- EducationAug 2020 to Jan 2021
- Wild DunesMay 2020 to Aug 2020
- EducationAug 2019 to May 2020
- Wild DunesMay 2019 to Aug 2019
- EducationMay 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
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
- 7739589
- Firm CRD
- 283390