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AC

Arthur D. Chambers

TRUIST ADVISORY SERVICES
WILLIAMSBURG, VA 23188
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CRD#: 1507152
AC

Professional summary


Arthur Daniel Chambers II, who also goes by Arthur Daniel Chambers, Dan Chambers, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Williamsburg, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Williamsburg, Virginia.

Arthur is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Arthur has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Arthur Daniel Chambers | Dan Chambers

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Arthur Daniel Chambers II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 15, 2016 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 4801 Courthouse St Ste 100, Williamsburg, VA 23188
RIA
CRD#: 283390
WILLIAMSBURG, VA
Current

June 16, 2015 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 4801 Courthouse St Ste 100, Williamsburg, VA 23188Office #2: 20 Hidenwood Shopping Ctr, Newport News, VA 23606Office #3: 737 J Clyde Morris Blvd, Newport News, VA 23601
BD
CRD#: 17499
Williamsburg, VA
Past

September 15, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
VIRGINIA BEACH, VA
Past

December 7, 2012 - June 16, 2015

SECURITIES AMERICA, INC.

BD
CRD#: 10205
VIRGINIA BEACH, VA
Past

February 18, 1997 - December 7, 2012

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
VIRGINIA BEACH, VA
Past

May 27, 1993 - December 3, 1996

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

July 16, 1990 - May 21, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 11, 1988 - June 13, 1990

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

May 27, 1988 - June 15, 1988

F.N. WOLF & CO., INC.

BD
CRD#: 13051
Past

February 2, 1987 - May 18, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

September 23, 1986 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/10/2025)
RR
California
(12/11/2018)
RR
Colorado
(10/15/2019)
RR
Florida
(6/19/2015)
RR
Georgia
(9/15/2022)
RR
Maryland
(6/29/2015)
RR
Minnesota
(9/22/2022)
RR
New Jersey
(10/4/2024)
RR
North Carolina
(6/29/2015)
RR
Ohio
(9/21/2020)
RR
Oregon
(10/6/2020)
RR
Pennsylvania
(9/1/2015)
RR
South Carolina
(11/22/2017)
RR
South Dakota
(5/16/2024)
RR
Tennessee
(9/20/2021)
RR
Texas
(4/4/2019)
RR
Vermont
(1/10/2020)
RR
Virginia
(6/16/2015)
IAR
Virginia
(9/15/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/14/2015
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
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Contact information


Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

Regulatory assets under management


Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
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.

Company Information


TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Williamsburg, VA 23188

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