Patricia E. Thyer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Patricia Ellen Meehan Thyer, who also goes by Particia Ellen Meehan, Patricia Meehan, Patty Meehan, Patricia Ellen Thyer, Patricia Ellen Meechan Thyer, was a registered financial professional .
Patricia is a previously registered financial professional and started their career in finance in 1983. Patricia had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 20, 2016 - February 19, 2019
TRUIST ADVISORY SERVICES, INC.
November 20, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
January 4, 1996 - February 19, 2019
TRUIST INVESTMENT SERVICES, INC.
December 7, 1994 - July 5, 1995
TRUIST INVESTMENT SERVICES, INC.
October 24, 1986 - September 21, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 1, 1986 - October 3, 1986
INVEST FINANCIAL CORPORATION
August 24, 1983 - September 21, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
