Martiara Boyd
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.Nov 2024 to now
- Truist Investment Services, IncJul 2024 to now
- Society for Financial Education and Professional DevelopmentAug 2023 to Jul 2024
- Truist Investment Services, IncJun 2023 to Aug 2023
- Society for Financial Education and Professional DevelopmentAug 2022 to May 2023
- S3 SecurityAug 2022 to Aug 2022
- DelotteJul 2022 to Aug 2022
- N/aMay 2022 to Jun 2022
- Society for Financial Education and Professional DevelopmentAug 2021 to May 2022
- S3 SecurityJul 2021 to Aug 2021
- InstacartJun 2021 to Jul 2021
- UpsMay 2021 to May 2021
- North Carolina A&t State UniversityJan 2021 to May 2021
- North Carolina A&t State UniversitySep 2020 to Dec 2020
- Public Image PartnershipJul 2020 to Aug 2020
- Brooks College PrepSep 2019 to Jun 2020
- One Summer ChicagoJul 2019 to Aug 2019
- Brooks College PrepOct 2016 to Jun 2019
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
- 7768764
- Firm CRD
- 283390