Edward M. Schailler

TRUIST ADVISORY SERVICES

TAMPA, FL

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CRD#: 1609135

Professional summary

Edward Michael Schailler is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Tampa, Florida and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Edward has worked at 16 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 10, Series 9, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

* Name of OBA: FINRA ARBITRATION PROGRAM * Position: FINRA ARBITRATOR * Location: ROCKVILLE, MD * START DATE = SEPTEMBER 2013 * # OF HOURS DEVOTED TO OBA DURING TRADE HOURS: 0-VARIES ONLY WHEN SERVING ON A PANEL AS REQUESTED BY FINRA * # OF HOURS DEVOTED TO OBA AFTER TRADE HOURS: 0-VARIES ONLY WHEN ON A PANEL, AS REQUESTED BY FINRA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Michael Schailler'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

June 14, 2017 - Present

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

TAMPA, FL

Current

June 12, 2017 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1001 Semmes Ave Fl 3, Richmond, VA 23286

CRD#: 17499

Richmond, VA

Past

June 30, 2015 - June 1, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

March 10, 2015 - June 1, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

March 3, 2015 - June 1, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

February 20, 2013 - May 6, 2014

PINNACLE CAPITAL MARKETS, LLC

CRD#: 119606

RALEIGH, NC

Past

December 4, 2012 - February 19, 2013

ASHTON STEWART & CO., INC.

CRD#: 112386

MIAMI, FL

Past

September 9, 2010 - December 7, 2010

MVP AMERICAN SECURITIES

CRD#: 118286

RALEIGH, NC

Past

June 5, 2009 - December 10, 2012

VANTAGE ADVISORS, LLC

RIA

CRD#: 126844

RALEIGH, NC

Past

March 9, 2009 - June 4, 2010

MVP AMERICAN SECURITIES

CRD#: 118286

RALEIGH, NC

Past

August 6, 2003 - March 27, 2009

ASHTON STEWART & CO., INC.

CRD#: 112386

RALEIGH, NC

Past

January 24, 2000 - January 2, 2003

H.C.WAINWRIGHT & CO., LLC

CRD#: 375

NEW YORK, NY

Past

October 10, 1997 - December 9, 1999

CANACCORD GENUITY LLC

CRD#: 1020

NEW YORK, NY

Past

March 29, 1996 - August 6, 1997

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Past

March 9, 1994 - March 27, 1996

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

Past

June 17, 1992 - February 23, 1993

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

December 5, 1989 - March 25, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

December 5, 1989 - March 25, 1992

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

January 1, 1988 - March 15, 1989

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

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.

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

Arkansas
(8/28/2020)

Florida
(6/12/2017)

IAR

Florida
(6/14/2017)

Georgia
(6/12/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/29/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/1992

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/28/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/19/2017

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 4/11/2017

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/6/2017

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 4

Date: 12/29/2016

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/28/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Edward M. Schailler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Michael Schailler's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

PINNACLE CAPITAL MARKETS, LLC

ASHTON STEWART & CO., INC.

MVP AMERICAN SECURITIES

VANTAGE ADVISORS, LLC

MVP AMERICAN SECURITIES

ASHTON STEWART & CO., INC.

H.C.WAINWRIGHT & CO., LLC

CANACCORD GENUITY LLC

FUNDS DISTRIBUTOR, LLC

LINCOLN INVESTMENT

H.J. MEYERS & CO., INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2015

Series 63

Date: 11/6/1987

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/16/1992

Series 6

Date: 12/28/1987

Series 53

Date: 8/19/2017

Series 10

Date: 4/11/2017

Series 9

Date: 3/6/2017

Series 4

Date: 12/29/2016

Series 24

Date: 6/28/2008

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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