Vanessa Newman
Investment adviser representative at Truist Advisory Services, Inc.
25 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
25 years in the industry.
- Truist Investment Services, Inc.Aug 2026 to now
- Truist Advisory Services, Inc.May 2026 to now
- Truist Investent Services, IncMar 2026 to Aug 2026
- Truist BankMar 2025 to Mar 2026
- Bank OzkJul 2024 to Jan 2025
- Truist BankAug 2022 to Jul 2024
- UnemployedNov 2021 to Aug 2022
- Better Business Bureau of Middle TnJan 2020 to Nov 2021
- Newman Sloane GroupMay 2001 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8234022
- Firm CRD
- 283390