Gregory A. Lebar
Professional summary
Gregory Addison Lebar, who also goes by Greg Lebar, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Sarasota, Florida and TRUIST INVESTMENT SERVICES, INC. located in Sarasota, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Gregory has worked at 6 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 10, Series 9, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Addison Lebar's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1777 Main St Fl 7, Sarasota, FL 34236January 4, 2012 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1777 Main St Fl 1 & 7, Sarasota, FL 34236January 6, 2012 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
October 1, 2000 - January 5, 2012
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - January 5, 2012
WELLS FARGO CLEARING SERVICES, LLC
November 5, 1997 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
August 17, 1993 - November 3, 1997
BARNETT INVESTMENTS, INC.
October 22, 1986 - August 17, 1993
INVEST FINANCIAL CORPORATION
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
(4/13/2023)
(11/18/2014)
(12/4/2020)
(4/5/2018)
(1/4/2012)
(8/18/2016)
(5/5/2016)
(12/3/2024)
(4/3/2019)
(2/14/2022)
(10/20/2021)
(11/25/2024)
(4/4/2019)
(6/20/2014)
(1/30/2019)
(7/16/2018)
(2/25/2019)
(12/20/2022)
(10/20/2021)
(5/22/2014)
(1/4/2013)
(4/3/2019)
(4/3/2019)
(1/10/2012)
(5/3/2016)
(11/25/2024)
(3/14/2018)
(4/6/2018)
(11/25/2024)
(4/9/2015)
(6/10/2015)
(4/5/2018)
(11/25/2024)
(6/18/2018)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationFINRA
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.
