Nathaniel Beardslee
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.
- Truist Advisory Services, Inc.Jan 2026 to now
- Truist Advisoryservices, Inc.Jan 2026 to now
- Truist Investment Services, IncAug 2025 to now
- Truist Financial CorpSep 2021 to Aug 2025
- Dixie Cream CafeJan 2021 to Sep 2021
- Yardhouse Darden RestaurantsJan 2019 to Jan 2021
- Thats One Spot BurgersJan 2014 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8169879
- Firm CRD
- 283390