Shafiq Ahmadi
Investment adviser representative at Truist Advisory Services, Inc.
20 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
20 years in the industry.
- Truist Advisory Services, Inc.Jun 2026 to now
- Truist Investment Services, IncJun 2026 to now
- Thrivent FinancialSep 2025 to Jun 2026
- Thrivent Investment Management IncSep 2025 to Jun 2026
- Georgia Financial AdvisorsJul 2025 to Sep 2025
- N/aApr 2025 to Jul 2025
- Crowe LLPMar 2024 to Apr 2025
- N/aNov 2023 to Mar 2024
- Emory Alliance Credit UnionOct 2006 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 8114681
- Firm CRD
- 283390