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Wayne John Dedrick

TRUIST ADVISORY SERVICES
JACKSONVILLE, FL
·CRD# 1986473·37 years experience

Professional Summary

Wayne John Dedrick is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jacksonville, Florida and TRUIST INVESTMENT SERVICES, INC. located in Jacksonville, Florida. Wayne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Wayne has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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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 in the financial services industry

Current & Past Employments

TRUIST ADVISORY SERVICES, INC.·CRD# 283390
RIA
1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207
July 11, 2017 - Present
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
1200 Riverplace Blvd Fl 1 & 5, Jacksonville, FL 32207
July 7, 2017 - Present
BB&T SECURITIES, LLC·CRD# 142785
BD
Wyomissing, PA
December 9, 2019 - February 17, 2021
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Hunt Valley, MD
March 1, 2007 - June 2, 2017
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Hunt Valley, MD
March 16, 2005 - June 2, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
September 19, 1989 - March 16, 2005

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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.

SAINT FRANCIS UNIVERSITY POSITION: Member of Board of Trustees NATURE: Saint Francis University is an academic institution that serves a student population of roughly 2,200. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Loretto PA, United States DESCRIPTION: The Board of Trustees will help determine the guiding principles for the University. Areas of focus will be admissions, curriculum, student life, continuing to participate in sports at the division one level, potential capital investments. I will be a general member of the Board of Trustees.

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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.
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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(1/20/2022)
RR
Alaska
(1/20/2022)
RR
Arizona
(1/20/2022)
RR
Arkansas
(1/20/2022)
RR
California
(1/20/2022)
RR
Colorado
(1/20/2022)
RR
Connecticut
(1/20/2022)
RR
Delaware
(5/9/2018)
RR
District of Columbia
(1/20/2022)
RR
Florida
(1/20/2022)
IAR
Florida
(9/20/2023)
RR
Georgia
(1/20/2022)
RR
Hawaii
(1/20/2022)
RR
Idaho
(1/20/2022)
RR
Illinois
(1/20/2022)
RR
Indiana
(1/20/2022)
RR
Iowa
(1/20/2022)
RR
Kansas
(1/20/2022)
RR
Kentucky
(1/20/2022)
RR
Louisiana
(1/20/2022)
RR
Maine
(1/20/2022)
RR
Maryland
(7/7/2017)
IAR
Maryland
(7/11/2017)
RR
Massachusetts
(1/20/2022)
RR
Michigan
(1/20/2022)
RR
Minnesota
(1/20/2022)
RR
Mississippi
(1/20/2022)
RR
Missouri
(1/20/2022)
RR
Montana
(1/20/2022)
RR
Nebraska
(1/20/2022)
RR
Nevada
(1/20/2022)
RR
New Hampshire
(1/20/2022)
RR
New Jersey
(5/9/2018)
RR
New Mexico
(1/20/2022)
RR
New York
(1/20/2022)
RR
North Carolina
(1/20/2022)
RR
North Dakota
(1/20/2022)
RR
Ohio
(1/20/2022)
RR
Oklahoma
(1/20/2022)
RR
Oregon
(1/20/2022)
RR
Pennsylvania
(5/9/2018)
RR
Puerto Rico
(1/20/2022)
RR
Rhode Island
(1/20/2022)
RR
South Carolina
(1/20/2022)
RR
South Dakota
(1/20/2022)
RR
Tennessee
(1/20/2022)
RR
Texas
(1/20/2022)
RR
Utah
(1/20/2022)
RR
Vermont
(1/20/2022)
RR
Virgin Islands
(1/20/2022)
RR
Virginia
(1/20/2022)
RR
Washington
(1/20/2022)
RR
West Virginia
(1/20/2022)
RR
Wisconsin
(1/20/2022)
RR
Wyoming
(1/20/2022)

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

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

Series 66 — Uniform Combined State Law Examination

Passed Dec 2006About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1989About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Apr 2007About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Dec 2006About the Series 10 exam

Series 24 — General Securities Principal Examination

Passed Dec 2005About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Wayne John Dedrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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