Clarence J. Senn

TRUIST ADVISORY SERVICES

Anderson, SC 29621

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CRD#: 1900137

Professional summary

Clarence Jerome Senn JR, who also goes by C Jerome Senn Jr, Clarence Jerome Senn, Jerry Senn, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Anderson, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Greenville, South Carolina.

Clarence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Clarence has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

C Jerome Senn Jr | Clarence Jerome Senn | Jerry Senn

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 Clarence Jerome Senn JR'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

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 4007 Clemson Blvd, Anderson, SC 29621

RIA

CRD#: 283390

Anderson, SC

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 265 S Pleasantburg Dr, Greenville, SC 29607Office #2: 900 Anderson St, Piedmont, SC 29673Office #3: 1380 Tiger Blvd, Clemson, SC 29631Office #4: 4007 Clemson Blvd, Anderson, SC 29621Office #5: 723 Anderson St, Belton, SC 29627Office #6: 1637 E Greenville St Ste E, Anderson, SC 29621

CRD#: 17499

Greenville, SC

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

April 17, 2012 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

SENECA, SC

Past

April 16, 2012 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

SENECA, SC

Past

October 5, 2010 - April 17, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

GREENVILLE, SC

Past

September 24, 2010 - April 17, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

GREENVILLE, SC

Past

April 9, 2007 - August 10, 2010

FIRST CITIZENS ASSET MANAGEMENT, INC

RIA

CRD#: 140777

RALEIGH, NC

Past

November 1, 2006 - August 10, 2010

FIRST CITIZENS SECURITIES CORPORATION

CRD#: 140161

EASLEY, SC

Past

March 20, 2000 - November 2, 2006

OSAIC WEALTH, INC.

CRD#: 23131

GREENVILLE, SC

Past

March 10, 1998 - March 20, 2000

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

Past

September 3, 1997 - March 25, 1998

BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.

CRD#: 36257

Past

January 13, 1993 - September 18, 1997

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

November 23, 1988 - January 21, 1993

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

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

Alabama
(8/23/2021)

California
(2/17/2021)

Colorado
(2/17/2021)

Delaware
(6/27/2023)

District of Columbia
(2/17/2021)

Florida
(2/17/2021)

Georgia
(2/17/2021)

Illinois
(2/17/2021)

Indiana
(10/25/2024)

Kentucky
(5/11/2022)

Louisiana
(11/5/2025)

Maryland
(1/10/2025)

Michigan
(2/17/2021)

Mississippi
(5/30/2025)

Nevada
(10/19/2023)

New York
(2/17/2021)

North Carolina
(2/17/2021)

Ohio
(2/17/2021)

Pennsylvania
(2/17/2021)

South Carolina
(2/17/2021)

IAR

South Carolina
(2/17/2021)

South Dakota
(2/17/2021)

Tennessee
(2/17/2021)

Texas
(2/17/2021)

IAR

Texas
(4/15/2021)

Virginia
(2/17/2021)

Washington
(7/23/2024)

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: 3/27/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/8/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/19/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/19/1988

General Securities Representative 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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Clarence J. Senn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clarence Jerome Senn JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

FIRST CITIZENS ASSET MANAGEMENT, INC

FIRST CITIZENS SECURITIES CORPORATION

OSAIC WEALTH, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.

FIRST UNION BROKERAGE SERVICES, INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2007

Series 63

Date: 12/8/1988

SIE

Date: 10/1/2018

Series 3

Date: 12/19/1988

Series 7

Date: 11/19/1988

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

Contact information

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