Susan Tordik-atchison
Professional summary
Susan Tordik-atchison, who also goes by Susan M Atchison, Susan Tordik Atchison, Sue Tordik, Susan Mary Tordik, Susan M. Tordik-atchison, Susan Mary Tordik-atchison, Susan Tordikatchison, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Alpharetta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Alpharetta, Georgia.
Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Susan has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Tordik-atchison's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 9919 Haynes Bridge Rd, Alpharetta, GA 30022October 7, 2013 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2600 Old Milton Pkwy, Alpharetta, GA 30009Office #2: 9919 Haynes Bridge Rd, Alpharetta, GA 30022October 4, 2013 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
January 25, 2012 - September 19, 2012
PFS INVESTMENTS INC.
January 9, 2012 - September 19, 2012
PFS INVESTMENTS INC.
December 16, 2004 - January 28, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 16, 2004 - January 28, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 12, 2003 - January 10, 2005
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - January 10, 2005
WELLS FARGO CLEARING SERVICES, LLC
January 12, 1996 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
June 1, 1995 - January 12, 1996
BANK SOUTH INVESTMENT SERVICES, INC.
September 26, 1994 - October 18, 1994
NATIONSSECURITIES
January 19, 1994 - July 21, 1994
J.P. MORGAN SECURITIES LLC
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
(3/28/2022)
(5/29/2015)
(5/1/2020)
(3/30/2016)
(3/27/2017)
(10/8/2013)
(9/1/2016)
(9/24/2025)
(11/19/2021)
(8/26/2020)
(5/16/2023)
(4/19/2022)
(10/23/2018)
(7/11/2018)
(4/6/2020)
(10/28/2015)
(3/13/2017)
(7/5/2018)
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
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