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FC

Frank Colasuono

CRD# 1921554·Registered 1989 - 2026
Previously Registered: Being a previously registered professional could mean that Frank is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Frank Colasuono was a registered financial advisor. Frank was a previously registered financial professional and started their career in finance 1989 - 2026. Frank had worked at 13 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

37 years registered in the securities industry

Current & Past Employments

Past

TRUIST ADVISORY SERVICES, INC.Past·CRD# 283390
RIA
Orlando, FL
January 6, 2017 - October 15, 2026
TRUIST INVESTMENT SERVICES, INC.Past·CRD# 17499
BD
Orlando, FL
January 15, 2016 - October 15, 2026
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
RIA
Orlando, FL
April 9, 2015 - January 5, 2016
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
BD
Orlando, FL
April 8, 2015 - January 5, 2016
J.P. MORGAN SECURITIES LLCPast·CRD# 79
RIA
Lake Mary, FL
October 1, 2012 - April 8, 2015
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
Lake Mary, FL
October 1, 2012 - April 8, 2015
CHASE INVESTMENT SERVICES CORP.Past·CRD# 25574
RIA
Sanford, FL
June 9, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.Past·CRD# 25574
BD
Sanford, FL
June 8, 2010 - October 1, 2012
CUSO FINANCIAL SERVICES, L.P.Past·CRD# 42132
RIA
Orlando, FL
February 5, 2008 - October 22, 2008
CUSO FINANCIAL SERVICES, L.P.Past·CRD# 42132
BD
Orlando, FL
February 1, 2008 - October 22, 2008
COLONIAL ASSET MANAGEMENT INCPast·CRD# 108950
RIA
Orlando, FL
January 27, 2006 - February 14, 2007
COLONIAL BROKERAGE, INC.Past·CRD# 111668
BD
Orlando, FL
December 13, 2005 - February 14, 2007
EQUITABLE ADVISORS, LLCPast·CRD# 6627
BD
New York, NY
January 21, 2004 - November 22, 2004
WAMU INVESTMENTS, INC.Past·CRD# 599
BD
Irvine, CA
June 2, 1999 - January 15, 2004
SIGNATOR INVESTORS, INC.Past·CRD# 468
BD
Boston, MA
March 31, 1997 - June 29, 1998
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANYPast·CRD# 5181
BD
Boston, MA
March 31, 1997 - May 1, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
March 4, 1989 - May 14, 1996

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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
Registered Investment Advisory firm - SEC (5/18/2016 Approved)

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

# of Employees

2,461

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (8/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

129,307

AUM (Assets Under Management)

$77,391,727,185

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/09/2026Cover PageReport
04/24/2025Cover PageReport
03/28/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2015About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Jun 2004About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1989About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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