EF
Eunjoo Fenton
TRUIST ADVISORY SERVICES
FAIRFAX, VA 22030
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CRD#: 1733638
EF
Professional summary
Eunjoo Fenton, CFP®, who also goes by Eun Joo Fenton, Eun Joo Lee, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Fairfax, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Fairfax, Virginia.
Eunjoo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Eunjoo has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Socially Responsible Investing
Comprehensive Financial Planni...
Insurance Planning
Budgeting
Investment Planning
Estate Planning
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Eun Joo Fenton | Eun Joo Lee
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.
NONE POSITION: Owner NATURE: Ownership of residential townhome in Gainesville, VA. My son will live at this location which I own and will start paying rent. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: , Gainesville VA , United States DESCRIPTION: property owner
CRS (Client Relationship Summary) - RIA
Click below to view Eunjoo Fenton's 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®
CFP®
Start date: 2011
Experience
Current
September 27, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 4020 University Dr, Fairfax, VA 22030RIA
CRD#: 283390
FAIRFAX, VA
Current
December 7, 2001 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4020 University Dr Fl 2, Fairfax, VA 22030BD
CRD#: 17499
Fairfax, VA
Past
June 11, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
VIENNA, VA
Past
February 14, 1998 - December 10, 2001
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
January 3, 1989 - February 14, 1998
FLEET BROKERAGE SECURITIES, INC.
BD
CRD#: 7313
NEW YORK, NY
Past
September 24, 1987 - December 20, 1988
BSI HOLDINGS, INC.
BD
CRD#: 13751
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(8/18/2025)
RR
Arizona(5/31/2016)
RR
Arkansas(11/10/2015)
RR
California(3/25/2002)
RR
Colorado(6/7/2006)
RR
Connecticut(11/15/2018)
RR
Delaware(9/27/2022)
RR
District of Columbia(12/7/2001)
RR
Florida(3/25/2002)
RR
Georgia(7/7/2020)
RR
Hawaii(3/1/2018)
RR
Idaho(8/20/2024)
RR
Illinois(10/22/2013)
RR
Indiana(8/18/2025)
RR
Iowa(5/22/2025)
RR
Kansas(4/29/2016)
RR
Louisiana(5/21/2013)
IAR
Louisiana(4/13/2017)
RR
Maine(8/18/2025)
RR
Maryland(12/7/2001)
RR
Massachusetts(8/18/2025)
RR
Michigan(8/18/2025)
RR
Minnesota(4/5/2011)
RR
Missouri(8/18/2025)
RR
Nebraska(7/25/2023)
RR
Nevada(11/24/2021)
RR
New Hampshire(11/1/2022)
RR
New Jersey(9/30/2020)
RR
New York(11/28/2007)
RR
North Carolina(3/25/2002)
RR
Ohio(7/21/2003)
RR
Oklahoma(9/25/2024)
RR
Oregon(3/16/2020)
RR
Pennsylvania(1/28/2008)
RR
Rhode Island(8/30/2021)
IAR
Rhode Island(1/19/2023)
RR
South Carolina(10/31/2013)
RR
Tennessee(7/18/2024)
RR
Texas(3/16/2020)
IAR
Texas(11/5/2024)
RR
Utah(5/2/2025)
RR
Vermont(3/11/2020)
RR
Virginia(12/7/2001)
IAR
Virginia(9/27/2016)
RR
Washington(11/8/2006)
RR
Wisconsin(8/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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)
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.
