Robert Miller Sheppard
Investment adviser representative at Truist Advisory Services, Inc.
16 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
16 years in the industry.
- Truist Advisory Services, Inc.Apr 2025 to now
- Truist Investment Services, Inc.Sep 2024 to now
- Truist BankJul 2021 to Sep 2024
- Xhale City EnterprisesDec 2019 to Jul 2021
- Camping WorldMay 2019 to Dec 2019
- Xhale City EnterprisesMay 2017 to May 2019
- Suny Maritime CollegeAug 2015 to May 2017
- West Hall High SchoolJul 2010 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7990591
- Firm CRD
- 283390