Gregory L. Addison
Professional summary
Gregory Lee Addison, who also goes by Greg Addison, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Norfolk, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Norfolk, Virginia.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Gregory has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Lee Addison's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 20, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 150 W Main St Fl 14, Norfolk, VA 23510April 14, 2003 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 150 W Main St Ste 1400, Norfolk, VA 23510April 14, 2003 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
May 5, 1999 - April 10, 2003
SCOTT & STRINGFELLOW, LLC
March 23, 1993 - April 10, 2003
SCOTT & STRINGFELLOW, LLC
March 23, 1993 - May 5, 1999
SCOTT & STRINGFELLOW, INC.
June 26, 1989 - February 19, 1993
KIDDER, PEABODY & CO. 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
(9/30/2019)
(1/13/2016)
(8/24/2023)
(3/24/2009)
(1/13/2016)
(5/21/2009)
(4/3/2013)
(1/13/2016)
(1/4/2017)
(5/2/2007)
(10/19/2020)
(1/13/2016)
(1/13/2016)
(1/13/2016)
(4/14/2008)
(1/13/2017)
(5/20/2016)
(1/13/2016)
(1/13/2016)
(1/9/2009)
(5/20/2016)
(4/14/2003)
(9/20/2016)
(2/28/2019)
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.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Norfolk, VA 23510TRUST BUT VERIFY
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