Frank Colasuono
Professional summary
Frank Colasuono is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.
Frank is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Frank has worked at 13 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank Colasuono's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 7455 Chancellor Drive Suite - Cac South, Orlando, FL 32809January 15, 2016 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 7455 Chancellor Dr, Orlando, FL 32809April 9, 2015 - January 5, 2016
PNC WEALTH MANAGEMENT LLC
April 8, 2015 - January 5, 2016
PNC WEALTH MANAGEMENT LLC
October 1, 2012 - April 8, 2015
J.P. MORGAN SECURITIES LLC
October 1, 2012 - April 8, 2015
J.P. MORGAN SECURITIES LLC
June 9, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
June 8, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
February 5, 2008 - October 22, 2008
CUSO FINANCIAL SERVICES, L.P.
February 1, 2008 - October 22, 2008
CUSO FINANCIAL SERVICES, L.P.
January 27, 2006 - February 14, 2007
COLONIAL ASSET MANAGEMENT INC
December 13, 2005 - February 14, 2007
COLONIAL BROKERAGE, INC.
January 21, 2004 - November 22, 2004
EQUITABLE ADVISORS, LLC
June 2, 1999 - January 15, 2004
WAMU INVESTMENTS, INC.
March 31, 1997 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
March 31, 1997 - June 29, 1998
SIGNATOR INVESTORS, INC.
March 4, 1989 - May 14, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
(1/28/2016)
(12/16/2016)
(12/15/2016)
(12/19/2016)
(12/15/2016)
(12/19/2016)
(12/16/2016)
(12/20/2016)
(1/19/2016)
(1/15/2016)
(1/6/2017)
(1/29/2016)
(12/15/2016)
(12/15/2016)
(12/15/2016)
(12/20/2016)
(12/15/2016)
(12/22/2016)
(12/15/2016)
(12/15/2016)
(12/16/2016)
(1/26/2016)
(6/2/2017)
(12/19/2016)
(1/3/2017)
(12/21/2016)
(6/18/2017)
(12/15/2016)
(12/15/2016)
(12/22/2016)
(12/19/2016)
(12/15/2016)
(12/15/2016)
(12/15/2016)
(1/19/2016)
(12/17/2016)
(12/15/2016)
(12/20/2016)
(1/4/2017)
(12/16/2016)
(12/19/2016)
(12/15/2016)
(1/25/2016)
(12/15/2016)
(1/28/2016)
(12/15/2016)
(12/15/2016)
(12/16/2016)
(1/19/2016)
(12/15/2016)
(12/21/2016)
(12/19/2016)
(1/3/2017)
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.
