William A. Burnett

TRUIST ADVISORY SERVICES

JUPITER, FL 33477

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CRD#: 2152767

Professional summary

William Arden Burnett, CFP®, who also goes by Bill Burnett, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jupiter, Florida and TRUIST INVESTMENT SERVICES, INC. located in Jupiter, Florida.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. William has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Burnett

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Arden Burnett's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

August 5, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 150 S Us Highway 1 Fl 4, Jupiter, FL 33477

RIA

CRD#: 283390

JUPITER, FL

Current

July 30, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 150 S Us Highway 1 Fl 4, Jupiter, FL 33477

CRD#: 17499

Jupiter, FL

Past

August 30, 2018 - June 12, 2025

MORGAN STANLEY

RIA

CRD#: 149777

West Palm Beach, FL

Past

March 29, 2017 - June 12, 2025

MORGAN STANLEY

CRD#: 149777

West Palm Beach, FL

Past

September 10, 2015 - December 31, 2015

BNY MELLON SECURITIES CORPORATION

CRD#: 231

FT. LAUDERDALE, FL

Past

November 17, 2010 - September 30, 2011

VISION INVESTMENT SERVICES, INC.

CRD#: 46609

NORTH PALM BEACH, FL

Past

September 9, 2010 - November 26, 2013

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

BOCA RATON, FL

Past

June 2, 2010 - September 1, 2010

REHMANN WEALTH

RIA

CRD#: 123047

BOCA RATON, FL

Past

March 12, 2010 - September 3, 2010

OSAIC WEALTH, INC.

CRD#: 23131

BOCA RATON, FL

Past

November 5, 2004 - March 16, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WEST PALM BEACH, FL

Past

November 5, 2004 - March 16, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WEST PALM BEACH, FL

Past

February 26, 2002 - November 10, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

BOCA RATON, FL

Past

February 26, 2002 - November 10, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

April 19, 1994 - February 1, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

May 22, 1992 - April 13, 1994

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

August 26, 1991 - May 19, 1992

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

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.

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

Florida
(7/31/2025)

IAR

Florida
(8/5/2025)

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

State Security Law Exam

IAR

Series 66

Date: 8/28/2018

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/1/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/23/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/12/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

William A. Burnett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Arden Burnett's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

BNY MELLON SECURITIES CORPORATION

VISION INVESTMENT SERVICES, INC.

NORTHERN TRUST SECURITIES, INC.

REHMANN WEALTH

OSAIC WEALTH, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2018

Series 65

Date: 3/1/1999

Series 63

Date: 7/29/1991

SIE

Date: 10/1/2018

Series 7

Date: 5/20/1994

Series 6

Date: 8/23/1991

Series 8

Date: 5/12/1998

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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