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Sunil I Menezes

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.

  1. Truist Advisory Services, Inc.Jun 2026 to now
  2. Truist Investment Services, Inc.Jun 2026 to now
  3. Morgan StanleyNov 2024 to Jun 2026
  4. NoneJun 2024 to Oct 2024
  5. Vector MarketingApr 2020 to Aug 2020
  6. Florida State UniversityAug 2019 to May 2024
  7. Secondary SchoolJan 2014 to Jul 2019

Exams passed

  • 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
7982324
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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