Anthony Baverso
Investment adviser representative at Truist Advisory Services, Inc.
11 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
11 years in the industry.
- Truist Advisory Services, Inc.Sep 2026 to now
- Truist Investment Services,inc.Sep 2026 to now
- Carolina Boat RentalsMay 2023 to now
- Truist Investment Services, Inc.Feb 2025 to Jan 2026
- University North Carolina WilmingtonAug 2021 to Dec 2024
- Granite Falls Recreation CenterJun 2020 to Sep 2020
- Lake Hickory MarinaMay 2018 to Aug 2022
- UnemployedJan 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8039833
- Firm CRD
- 283390