Dean J. Mandanici
Professional summary
Dean Joseph Mandanici is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Saint Augustine, Florida and TRUIST INVESTMENT SERVICES, INC. located in Saint Augustine, Florida.
Dean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Dean has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dean Joseph Mandanici's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 4600 Us Highway 1 S, Saint Augustine, FL 32086June 25, 2020 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4600 Us Highway 1 S, Saint Augustine, FL 32086December 4, 2012 - June 29, 2020
U.S. BANCORP INVESTMENTS, INC.
December 3, 2012 - June 29, 2020
U.S. BANCORP INVESTMENTS, INC.
August 5, 2010 - December 3, 2012
CITIZENS SECURITIES, INC.
August 5, 2010 - December 3, 2012
CITIZENS SECURITIES, INC.
March 19, 2008 - July 16, 2010
U.S. BANCORP INVESTMENTS, INC.
January 6, 2005 - July 16, 2010
U.S. BANCORP INVESTMENTS, INC.
February 10, 1999 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
February 10, 1999 - January 7, 2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
August 4, 1998 - January 4, 1999
METROPOLITAN LIFE INSURANCE COMPANY
August 4, 1998 - January 4, 1999
MSI FINANCIAL SERVICES, INC.
January 28, 1988 - December 23, 1994
METROPOLITAN LIFE INSURANCE COMPANY
January 28, 1988 - December 23, 1994
MSI FINANCIAL SERVICES, INC.
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
(6/25/2020)
(6/25/2020)
(3/11/2025)
(6/25/2020)
(6/25/2020)
(11/13/2024)
(6/25/2020)
(1/6/2021)
(6/25/2020)
(6/25/2020)
(6/25/2020)
(1/26/2024)
(6/25/2020)
(5/9/2025)
(6/25/2020)
(6/25/2020)
(6/25/2020)
(3/27/2023)
(5/22/2025)
(7/2/2025)
(11/21/2023)
(3/27/2023)
(1/6/2021)
Exams
FINRA
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Saint Augustine, FL 32086TRUST BUT VERIFY
Monitor Dean Mandanici
Get automatic monthly alerts on:
