DB
David J. Banack
TRUIST ADVISORY SERVICES
PORT ST. LUCIE, FL 34986
Some features on this profile are disabled
CRD#: 2145432
DB
Professional summary
David Jeffrey Banack, who also goes by Jeff Banack, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Port St. Lucie, Florida and TRUIST INVESTMENT SERVICES, INC. located in Port Saint Lucie, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. David has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Banack
Other business activities
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.
2. * RENTAL PROPERTY * PORT SAINT LUCIE, FL * RESIDENTIAL RENTAL PROPERTY * OWNER; 01/01/2011 - PRESENT * DUTIES; COLLECT RENT & MAINTAIN PROPERTY * 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/0-HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view David Jeffrey Banack's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 29, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1301 Nw St Lucie W Blvd, Port St. Lucie, FL 34986RIA
CRD#: 283390
PORT ST. LUCIE, FL
Current
February 27, 1996 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1301 Nw Saint Lucie West Blvd, Port Saint Lucie, FL 34986Office #2: 10331 Sw Village Center Dr, Port Saint Lucie, FL 34987Office #3: 700 Virginia Ave, Fort Pierce, FL 34982BD
CRD#: 17499
Port Saint Lucie, FL
Past
April 25, 1996 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
PORT ST LUCIE, FL
Past
December 13, 1994 - July 5, 1995
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
August 25, 1992 - November 10, 1994
DETWILER FENTON WEALTH MANAGEMENT INC
BD
CRD#: 16063
BOSTON, MA
Past
June 19, 1991 - August 12, 1992
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/30/2021)
RR
Arkansas(1/25/2007)
RR
California(1/2/2020)
RR
Colorado(7/12/2017)
RR
Connecticut(9/20/2021)
RR
Florida(2/29/1996)
IAR
Florida(8/29/2016)
RR
Georgia(1/3/2019)
RR
Illinois(12/21/2023)
RR
Indiana(2/18/2016)
RR
Maine(9/1/2023)
RR
Maryland(1/12/2009)
RR
Massachusetts(9/8/2015)
RR
Michigan(7/10/2025)
RR
New Hampshire(12/21/2023)
RR
New Jersey(1/25/2007)
RR
New York(8/26/1996)
RR
North Carolina(1/25/2007)
RR
Ohio(10/14/2020)
RR
Oklahoma(4/4/2022)
RR
Oregon(6/20/2016)
RR
Pennsylvania(7/9/2019)
RR
Puerto Rico(3/30/2007)
RR
Rhode Island(12/21/2023)
RR
South Carolina(10/26/2016)
RR
Tennessee(12/21/2023)
RR
Texas(5/17/2019)
RR
Utah(12/21/2023)
RR
Vermont(7/26/2018)
RR
Virginia(5/24/2021)
RR
Washington(2/15/2022)
RR
West Virginia(9/10/2024)
RR
Wisconsin(9/3/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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 - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Established
Firm type
Fiscal year end
# of Employees
2,469
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Port St. Lucie, FL 34986TRUST BUT VERIFY
Monitor David Banack
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
