Suzanne E. Miller
Professional summary
Suzanne Eileen Miller, who also goes by Sue Carlson, Suzanne Eileen Carlson, Suzanne Carlson, Suzanne Eileen Griffin, Suzanne Eileen Sharp, Griffin Suzanne, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Huntsville, Alabama and TRUIST INVESTMENT SERVICES, INC. located in Tequesta, Florida.
Suzanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Suzanne has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Suzanne Eileen Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 305 Church St, Sw, Huntsville, AL 35801September 28, 2015 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 101 N Us Highway 1, Tequesta, FL 33469Office #2: 5450 S Central Blvd, Jupiter, FL 33458Office #3: 1570 W Indiantown Rd, Jupiter, FL 33458Office #4: 305 Church St, Sw, Huntsville, AL 35801October 22, 2007 - July 14, 2015
TRUIST INVESTMENT SERVICES, INC.
June 4, 2003 - May 2, 2006
NATCITY INVESTMENTS, INC.
June 11, 1991 - December 31, 2001
MUTUAL SERVICE CORPORATION
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
(9/3/2025)
(9/3/2025)
(9/30/2015)
(2/1/2017)
(9/28/2015)
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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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Huntsville, AL 35801TRUST BUT VERIFY
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